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IEQ Capital’s Vanguard Energy ETF VDE Stock Holding History

IEQ 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
2026
Q2 		$2.9M Sell
19,331
-148
-0.8% -$24K 0.01% 666
2026
Q1 		$3.37M Buy
19,479
+226
+1% +$34.2K 0.02% 606
2025
Q4 		$2.42M Sell
19,253
-1
-0% -$126 0.01% 731
2025
Q3 		$2.42M Sell
19,254
-372
-2% -$45.8K 0.01% 699
2025
Q2 		$2.34M Buy
+19,626
New +$2.28M 0.01% 606

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

IEQ Capital's VDE Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Energy ETF (VDE) stake by 0.76% in Q2 2026, selling an estimated $24K and leaving 19,331 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #666.

IEQ Capital first reported a position in VDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.37M in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • IEQ Capital held 19,331 shares of Vanguard Energy ETF worth $2.9M as of Q2 2026.
  • IEQ Capital sold 148 Vanguard Energy ETF shares in Q2 2026, an estimated $24K.
  • Vanguard Energy ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #666 holding.
  • IEQ Capital first reported a position in Vanguard Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Vanguard Energy ETF position peaked at $3.37M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.