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 Q2	$11K	Sell	76 -34	-31%	-$5.51K	﹤0.01%	681
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hazlett, Burt & Watson's VDE Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Vanguard Energy ETF (VDE) stake by 31% in Q2 2026, selling an estimated $5.51K and leaving 76 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Hazlett, Burt & Watson first reported a position in VDE in Q1 2022 and has held it in 18 quarters since. The position peaked at $19K in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Hazlett, Burt & Watson held 76 shares of Vanguard Energy ETF worth $11K as of Q2 2026.
Hazlett, Burt & Watson sold 34 Vanguard Energy ETF shares in Q2 2026, an estimated $5.51K.
Vanguard Energy ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #681 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Vanguard Energy ETF position peaked at $19K in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.