Howe & Rusling’s Vanguard Energy ETF VDE Stock Holding History

Howe & Rusling’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	$18.3K	Buy	106 +1	+1%	+$151	﹤0.01%	410
2025 Q4	$13.2K	Buy	105 +1	+1%	+$126	﹤0.01%	419
2025 Q3	$13.1K	Buy	+104	New	+$12.8K	﹤0.01%	410
2023 Q4	–	Sell	-357	Closed	-$45.3K	–	391
2023 Q3	$45.3K	Buy	357 +3	+0.8%	+$367	0.01%	257
2023 Q2	$40K	Hold	354	–	–	﹤0.01%	269
2023 Q1	$40.5K	Buy	354 +3	+0.9%	+$356	﹤0.01%	251
2022 Q4	$42.6K	Buy	+351	New	+$42.7K	0.01%	245
2022 Q3	–	Sell	-14	Closed	-$1K	–	1197
2022 Q2	$1K	Buy	+14	New	+$1.57K	﹤0.01%	1009
2018 Q4	–	Sell	-103	Closed	-$11K	–	900
2018 Q3	$11K	Buy	+103	New	+$10.7K	﹤0.01%	491
2018 Q2	–	Sell	-372	Closed	-$34K	–	940
2018 Q1	$34K	Buy	+372	New	+$36K	0.01%	316

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

Howe & Rusling's VDE Position: Q1 2026 in Review

Howe & Rusling increased its Vanguard Energy ETF (VDE) stake by 0.95% in Q1 2026, buying an estimated $151 and bringing the position to 106 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Howe & Rusling first reported a position in VDE in Q1 2018 and has held it in 10 quarters since. The position peaked at $45.3K in Q3 2023. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Howe & Rusling held 106 shares of Vanguard Energy ETF worth $18.3K as of Q1 2026.
Howe & Rusling bought 1 Vanguard Energy ETF share in Q1 2026, an estimated $151.
Vanguard Energy ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #410 holding.
Howe & Rusling first reported a position in Vanguard Energy ETF in Q1 2018 and has held it in 10 quarters since.
Howe & Rusling's Vanguard Energy ETF position peaked at $45.3K in Q3 2023.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.