L.J. Altfest & Co’s Vanguard Energy ETF VDE Stock Holding History

L.J. Altfest & Co’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	$808K	Sell	4,668 -1,938	-29%	-$293K	0.09%	165
2025 Q4	$832K	Sell	6,606 -1,213	-16%	-$152K	0.09%	155
2025 Q3	$984K	Sell	7,819 -74,973	-91%	-$9.23M	0.11%	130
2025 Q2	$9.86M	Buy	+82,792	New	+$9.64M	1.16%	21
2017 Q3	–	Sell	-14,791	Closed	-$1.31M	–	152
2017 Q2	$1.31M	Buy	+14,791	New	+$1.36M	0.79%	40

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

L.J. Altfest & Co's VDE Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Vanguard Energy ETF (VDE) stake by 29% in Q1 2026, selling an estimated $293K and leaving 4,668 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #165.

L.J. Altfest & Co first reported a position in VDE in Q2 2017 and has held it in 5 quarters since. The position peaked at $9.86M in Q2 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

L.J. Altfest & Co held 4,668 shares of Vanguard Energy ETF worth $808K as of Q1 2026.
L.J. Altfest & Co sold 1,938 Vanguard Energy ETF shares in Q1 2026, an estimated $293K.
Vanguard Energy ETF made up 0.09% of L.J. Altfest & Co's portfolio in Q1 2026, its #165 holding.
L.J. Altfest & Co first reported a position in Vanguard Energy ETF in Q2 2017 and has held it in 5 quarters since.
L.J. Altfest & Co's Vanguard Energy ETF position peaked at $9.86M in Q2 2025.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.