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Lowe Brockenbrough & Co’s Vanguard Energy ETF VDE Stock Holding History

Lowe Brockenbrough & 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 		$1.7M Sell
9,841
-140
-1% -$21.2K 0.08% 140
2025
Q4 		$1.26M Buy
9,981
+114
+1% +$14.3K 0.06% 162
2025
Q3 		$1.24M Hold
9,867
– – 0.06% 163
2025
Q2 		$1.18M Sell
9,867
-785
-7% -$91.4K 0.07% 162
2025
Q1 		$1.38M Hold
10,652
– – 0.09% 148
2024
Q4 		$1.29M Buy
10,652
+340
+3% +$43.3K 0.08% 151
2024
Q3 		$1.27M Hold
10,312
– – 0.08% 160
2024
Q2 		$1.33M Buy
10,312
+330
+3% +$43K 0.09% 153
2024
Q1 		$1.31M Sell
9,982
-85
-0.8% -$10.2K 0.09% 157
2023
Q4 		$1.18M Sell
10,067
-1,215
-11% -$146K 0.09% 162
2023
Q3 		$1.44M Hold
11,282
– – 0.11% 147
2023
Q2 		$1.28M Sell
11,282
-1,000
-8% -$113K 0.1% 156
2023
Q1 		$1.4M Sell
12,282
-2,345
-16% -$278K 0.11% 150
2022
Q4 		$1.77M Sell
14,627
-4,370
-23% -$532K 0.15% 125
2022
Q3 		$1.95M Sell
18,997
-115
-0.6% -$12.2K 0.19% 120
2022
Q2 		$1.9M Sell
19,112
-275
-1% -$30.8K 0.17% 125
2022
Q1 		$2.08M Sell
19,387
-225
-1% -$21.7K 0.15% 130
2021
Q4 		$1.52M Buy
19,612
+2,615
+15% +$208K 0.11% 144
2021
Q3 		$1.27M Sell
16,997
-3,160
-16% -$220K 0.1% 162
2021
Q2 		$1.53M Hold
20,157
– – 0.14% 127
2021
Q1 		$1.37M Hold
20,157
– – 0.13% 135
2020
Q4 		$1.04M Buy
+20,157
New +$942K 0.11% 144

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
LPL Financial
LPL Financial San Diego, California $377B 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 $570B AUM 27.57% 1-Year Est. Return

Lowe Brockenbrough & Co's VDE Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Energy ETF (VDE) stake by 1.4% in Q1 2026, selling an estimated $21.2K and leaving 9,841 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #140.

Lowe Brockenbrough & Co first reported a position in VDE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.08M in Q1 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Lowe Brockenbrough & Co held 9,841 shares of Vanguard Energy ETF worth $1.7M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 140 Vanguard Energy ETF shares in Q1 2026, an estimated $21.2K.
  • Vanguard Energy ETF made up 0.08% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #140 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 22 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Energy ETF position peaked at $2.08M in Q1 2022.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.