MAI Capital Management’s Vanguard Energy ETF VDE Stock Holding History

MAI Capital Management’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	$978K	Buy	6,514 +776	+14%	+$126K	﹤0.01%	981
2026 Q1	$993K	Sell	5,738 -767	-12%	-$116K	0.01%	776
2025 Q4	$819K	Buy	6,505 +60	+0.9%	+$7.54K	﹤0.01%	801
2025 Q3	$811K	Buy	6,445 +3,667	+132%	+$451K	0.01%	770
2025 Q2	$331K	Sell	2,778 -513	-16%	-$59.7K	﹤0.01%	978
2025 Q1	$427K	Sell	3,291 -221	-6%	-$27.9K	﹤0.01%	872
2024 Q4	$426K	Buy	+3,512	New	+$447K	﹤0.01%	894
2024 Q3	–	Sell	-1,647	Closed	-$210K	–	1245
2024 Q2	$210K	Hold	1,647	–	–	﹤0.01%	1129
2024 Q1	$217K	Buy	+1,647	New	+$197K	﹤0.01%	1095

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MAI Capital Management's VDE Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard Energy ETF (VDE) stake by 14% in Q2 2026, buying an estimated $126K and bringing the position to 6,514 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

MAI Capital Management first reported a position in VDE in Q1 2024 and has held it in 9 quarters since. The position peaked at $993K in Q1 2026. 761 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

MAI Capital Management held 6,514 shares of Vanguard Energy ETF worth $978K as of Q2 2026.
MAI Capital Management bought 776 Vanguard Energy ETF shares in Q2 2026, an estimated $126K.
Vanguard Energy ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #981 holding.
MAI Capital Management first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 9 quarters since.
MAI Capital Management's Vanguard Energy ETF position peaked at $993K in Q1 2026.
761 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.