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Lindbrook Capital’s Vanguard Energy ETF VDE Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-100
Closed -$12.1K – 2940
2024
Q4 		$12.1K Hold
100
– – ﹤0.01% 1549
2024
Q3 		$12.2K Buy
+100
New +$12.5K ﹤0.01% 1563
2023
Q1 		– Sell
-100
Closed -$12.1K – 2920
2022
Q4 		$12.1K Buy
+100
New +$12.2K ﹤0.01% 1337
2022
Q2 		– Sell
-100
Closed -$11K – 2788
2022
Q1 		$11K Buy
+100
New +$9.63K ﹤0.01% 1261

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Lindbrook Capital's VDE Position: Q1 2025 in Review

Lindbrook Capital sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 100 shares — an estimated $12.1K sold.

Lindbrook Capital first reported a position in VDE in Q1 2022 and held it in 4 quarters. The position peaked at $12.2K in Q3 2024. 694 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • Lindbrook Capital reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 100 Vanguard Energy ETF shares in Q1 2025, an estimated $12.1K.
  • Lindbrook Capital first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 4 quarters.
  • Lindbrook Capital's Vanguard Energy ETF position peaked at $12.2K in Q3 2024.
  • 694 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.