Guidance Capital’s Vanguard Energy ETF VDE Stock Holding History

Guidance Capital’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	-2,659	Closed	-$331K	–	228
2025 Q3	$331K	Sell	2,659 -195	-7%	-$24K	0.09%	173
2025 Q2	$343K	Buy	2,854 +35	+1%	+$4.07K	0.1%	171
2025 Q1	$323K	Sell	2,819 -3,281	-54%	-$414K	0.1%	174
2024 Q4	$786K	Sell	6,100 -7,919	-56%	-$1.01M	0.24%	102
2024 Q3	$1.77M	Buy	14,019 +918	+7%	+$115K	0.55%	32
2024 Q2	$1.71M	Buy	13,101 +329	+3%	+$42.8K	0.56%	33
2024 Q1	$1.69M	Buy	+12,772	New	+$1.53M	0.62%	30

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guidance Capital's VDE Position: Q4 2025 in Review

Guidance Capital sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 2,659 shares — an estimated $331K sold.

Guidance Capital first reported a position in VDE in Q1 2024 and held it in 7 quarters. The position peaked at $1.77M in Q3 2024. 664 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

Guidance Capital reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
Guidance Capital sold 2,659 Vanguard Energy ETF shares in Q4 2025, an estimated $331K.
Guidance Capital first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 7 quarters.
Guidance Capital's Vanguard Energy ETF position peaked at $1.77M in Q3 2024.
664 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Guidance Capital's 13F filing for Q4 2025, filed 23 Jan 2026.