Inscription Capital’s Vanguard Energy ETF VDE Stock Holding History

Inscription 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 Q1	–	Sell	-1,634	Closed	-$206K	–	811
2025 Q4	$206K	Buy	1,634 +16	+1%	+$2.01K	0.02%	606
2025 Q3	$204K	Buy	+1,618	New	+$199K	0.02%	583
2024 Q3	–	Sell	-1,600	Closed	-$204K	–	380
2024 Q2	$204K	Buy	+1,600	New	+$208K	0.03%	331

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

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

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

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

Inscription Capital's VDE Position: Q1 2026 in Review

Inscription Capital sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 1,634 shares — an estimated $206K sold.

Inscription Capital first reported a position in VDE in Q2 2024 and held it in 3 quarters. The position peaked at $206K in Q4 2025. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Inscription Capital reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
Inscription Capital sold 1,634 Vanguard Energy ETF shares in Q1 2026, an estimated $206K.
Inscription Capital first reported a position in Vanguard Energy ETF in Q2 2024 and held it in 3 quarters.
Inscription Capital's Vanguard Energy ETF position peaked at $206K in Q4 2025.
780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.