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Gateway Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Gateway Wealth Partners’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,327
Closed -$293K – 482
2025
Q3 		$293K Buy
+2,327
New +$286K 0.04% 327

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gateway Wealth Partners's VDE Position: Q4 2025 in Review

Gateway Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 2,327 shares — an estimated $293K sold.

Gateway Wealth Partners first reported a position in VDE in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 666 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • Gateway Wealth Partners reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Gateway Wealth Partners sold 2,327 Vanguard Energy ETF shares in Q4 2025, an estimated $293K.
  • Gateway Wealth Partners first reported a position in Vanguard Energy ETF in Q3 2025 and held it in 1 quarter.
  • Gateway Wealth Partners's Vanguard Energy ETF position peaked at $293K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Gateway Wealth Partners's 13F filing for Q4 2025, filed 11 Feb 2026.