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Hopwood Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Hopwood Financial Services’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
-40
Closed -$5.04K – 286
2025
Q3 		$5.04K Hold
40
– – ﹤0.01% 277
2025
Q2 		$4.76K Hold
40
– – ﹤0.01% 259
2025
Q1 		$5.19K Hold
40
– – ﹤0.01% 263
2024
Q4 		$4.85K Buy
+40
New +$5.09K ﹤0.01% 272

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Hopwood Financial Services's VDE Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 40 shares — an estimated $5.04K sold.

Hopwood Financial Services first reported a position in VDE in Q4 2024 and held it in 4 quarters. The position peaked at $5.19K in Q1 2025. 666 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • Hopwood Financial Services reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 40 Vanguard Energy ETF shares in Q4 2025, an estimated $5.04K.
  • Hopwood Financial Services first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Vanguard Energy ETF position peaked at $5.19K in Q1 2025.
  • 666 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.