Hazlett, Burt & Watson’s Vanguard Energy ETF VDE Stock Holding History

Hazlett, Burt & Watson’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
2026 Q1	$19K	Hold	110	–	–	0.01%	599
2025 Q4	$14K	Buy	110 +68	+162%	+$8.54K	﹤0.01%	655
2025 Q3	$5K	Hold	42	–	–	﹤0.01%	741
2025 Q2	$5K	Hold	42	–	–	﹤0.01%	675
2025 Q1	$5K	Hold	42	–	–	﹤0.01%	662
2024 Q4	$5K	Hold	42	–	–	﹤0.01%	629
2024 Q3	$5K	Hold	42	–	–	﹤0.01%	612
2024 Q2	$5K	Hold	42	–	–	﹤0.01%	597
2024 Q1	$5K	Hold	42	–	–	﹤0.01%	590
2023 Q4	$5K	Hold	42	–	–	﹤0.01%	563
2023 Q3	$5K	Hold	42	–	–	﹤0.01%	575
2023 Q2	$5K	Hold	42	–	–	﹤0.01%	565
2023 Q1	$5K	Hold	42	–	–	﹤0.01%	525
2022 Q4	$5K	Buy	42 +1	+2%	+$122	﹤0.01%	526
2022 Q3	$4K	Hold	41	–	–	﹤0.01%	540
2022 Q2	$4K	Buy	41 +1	+3%	+$112	﹤0.01%	532
2022 Q1	$4K	Buy	+40	New	+$3.85K	﹤0.01%	535

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

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

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

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

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

BCMIO

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

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

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

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

Hazlett, Burt & Watson's VDE Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 110 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #599.

Hazlett, Burt & Watson first reported a position in VDE in Q1 2022 and has held it in 17 quarters since. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Hazlett, Burt & Watson held 110 shares of Vanguard Energy ETF worth $19K as of Q1 2026.
Hazlett, Burt & Watson left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #599 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 17 quarters since.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.