Leo Wealth LLC’s Vanguard Energy ETF VDE Stock Holding History

Leo Wealth LLC’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	$252K	Buy	+1,458	New	+$221K	0.02%	394
2025 Q3	–	Sell	-1,708	Closed	-$203K	–	394
2025 Q2	$203K	Buy	+1,708	New	+$199K	0.02%	371
2025 Q1	–	Sell	-2,009	Closed	-$244K	–	368
2024 Q4	$244K	Buy	+2,009	New	+$256K	0.02%	315

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

Leo Wealth LLC's VDE Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 1,458 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #394 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in VDE as recently as Q2 2025.

Leo Wealth LLC first reported a position in VDE in Q4 2024 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Leo Wealth LLC held 1,458 shares of Vanguard Energy ETF worth $252K as of Q1 2026.
Vanguard Energy ETF was a new Leo Wealth LLC position in Q1 2026.
Vanguard Energy ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #394 holding.
Leo Wealth LLC first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 3 quarters since.
780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.