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
Q2 		$9.24M Buy
61,534
+1,960
+3% +$318K 0.03% 369
2026
Q1 		$10.3M Buy
59,574
+6,473
+12% +$979K 0.03% 312
2025
Q4 		$6.68M Buy
53,101
+4,486
+9% +$563K 0.02% 391
2025
Q3 		$6.12M Buy
48,615
+11,836
+32% +$1.46M 0.02% 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 0.02% 363
2024
Q4 		$4.56M Buy
37,569
+1,608
+4% +$205K 0.02% 339
2024
Q3 		$4.4M Buy
35,961
+3,780
+12% +$473K 0.02% 332
2024
Q2 		$4.14M Buy
32,181
+3,130
+11% +$407K 0.02% 317
2024
Q1 		$3.83M Buy
29,051
+2,873
+11% +$344K 0.02% 317
2023
Q4 		$3.07M Buy
26,178
+22,597
+631% +$2.71M 0.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors's VDE Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Energy ETF (VDE) stake by 3.3% in Q2 2026, buying an estimated $318K and bringing the position to 61,534 shares worth $9.24M. The position accounts for 0.03% of the portfolio, ranked #369.

Lido Advisors first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Lido Advisors held 61,534 shares of Vanguard Energy ETF worth $9.24M as of Q2 2026.
  • Lido Advisors bought 1,960 Vanguard Energy ETF shares in Q2 2026, an estimated $318K.
  • Vanguard Energy ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #369 holding.
  • Lido Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • Lido Advisors's Vanguard Energy ETF position peaked at $10.3M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.