Lido Advisors
VDE icon

Lido Advisors’s Vanguard Energy ETF VDE Stock Holding History

Lido Advisors’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 		$10.3M Buy
59,574
+6,473
+12% +$979K 0.04% 312
2025
Q4 		$6.68M Buy
53,101
+4,486
+9% +$563K 0.03% 391
2025
Q3 		$6.12M Buy
48,615
+11,836
+32% +$1.46M 0.03% 395
2025
Q2 		$4.38M Buy
36,779
+2,107
+6% +$245K 0.02% 409
2025
Q1 		$4.5M Sell
34,672
-2,897
-8% -$366K 0.03% 363
2024
Q4 		$4.56M Buy
37,569
+1,608
+4% +$205K 0.03% 339
2024
Q3 		$4.4M Buy
35,961
+3,780
+12% +$473K 0.03% 332
2024
Q2 		$4.14M Buy
32,181
+3,130
+11% +$407K 0.03% 317
2024
Q1 		$3.83M Buy
29,051
+2,873
+11% +$344K 0.03% 317
2023
Q4 		$3.07M Buy
26,178
+22,597
+631% +$2.71M 0.03% 329
2023
Q3 		$454K Buy
3,581
+1,173
+49% +$144K 0.01% 772
2023
Q2 		$272K Sell
2,408
-1,249
-34% -$141K ﹤0.01% 975
2023
Q1 		$418K Buy
3,657
+666
+22% +$79K 0.01% 745
2022
Q4 		$363K Buy
+2,991
New +$364K 0.01% 737

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return