Insigneo Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Insigneo Advisory 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
2026 Q1	–	Sell	-4,330	Closed	-$545K	–	824
2025 Q4	$545K	Sell	4,330 -80	-2%	-$10K	0.04%	348
2025 Q3	$555K	Hold	4,410	–	–	0.04%	340
2025 Q2	$525K	Buy	+4,410	New	+$513K	0.05%	332

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

Insigneo Advisory Services's VDE Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 4,330 shares — an estimated $545K sold.

Insigneo Advisory Services first reported a position in VDE in Q2 2025 and held it in 3 quarters. The position peaked at $555K in Q3 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Insigneo Advisory Services reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 4,330 Vanguard Energy ETF shares in Q1 2026, an estimated $545K.
Insigneo Advisory Services first reported a position in Vanguard Energy ETF in Q2 2025 and held it in 3 quarters.
Insigneo Advisory Services's Vanguard Energy ETF position peaked at $555K in Q3 2025.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.