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Mason Investment Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Mason Investment Advisory Services’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 		$1.15M Buy
6,667
+139
+2% +$21K 0.05% 26
2025
Q4 		$822K Buy
6,528
+3
+0% +$377 0.04% 32
2025
Q3 		$821K Buy
6,525
+41
+0.6% +$5.05K 0.04% 36
2025
Q2 		$772K Buy
6,484
+188
+3% +$21.9K 0.04% 31
2025
Q1 		$817K Buy
6,296
+69
+1% +$8.71K 0.05% 29
2024
Q4 		$755K Buy
6,227
+369
+6% +$47K 0.04% 30
2024
Q3 		$717K Buy
5,858
+124
+2% +$15.5K 0.04% 30
2024
Q2 		$731K Buy
5,734
+58
+1% +$7.55K 0.05% 29
2024
Q1 		$747K Buy
5,676
+133
+2% +$15.9K 0.05% 28
2023
Q4 		$650K Buy
5,543
+52
+0.9% +$6.23K 0.05% 29
2023
Q3 		$696K Buy
5,491
+279
+5% +$34.2K 0.06% 23
2023
Q2 		$588K Buy
5,212
+123
+2% +$13.8K 0.05% 27
2023
Q1 		$581K Hold
5,089
– – 0.05% 24
2022
Q4 		$617K Hold
5,089
– – 0.06% 25
2022
Q3 		$517K Sell
5,089
-320
-6% -$34K 0.06% 26
2022
Q2 		$538K Sell
5,409
-233
-4% -$26.1K 0.06% 27
2022
Q1 		$604K Sell
5,642
-836
-13% -$80.5K 0.05% 66
2021
Q4 		$503K Buy
6,478
+2,708
+72% +$215K 0.04% 72
2021
Q3 		$279K Sell
3,770
-47
-1% -$3.28K 0.03% 84
2021
Q2 		$290K Sell
3,817
-43
-1% -$3.12K 0.03% 81
2021
Q1 		$262K Sell
3,860
-558
-13% -$35.7K 0.03% 78
2020
Q4 		$229K Buy
+4,418
New +$207K 0.03% 79

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

Mason Investment Advisory Services's VDE Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Energy ETF (VDE) stake by 2.1% in Q1 2026, buying an estimated $21K and bringing the position to 6,667 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #26.

Mason Investment Advisory Services first reported a position in VDE in Q4 2020 and has held it in 22 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Mason Investment Advisory Services held 6,667 shares of Vanguard Energy ETF worth $1.15M as of Q1 2026.
  • Mason Investment Advisory Services bought 139 Vanguard Energy ETF shares in Q1 2026, an estimated $21K.
  • Vanguard Energy ETF made up 0.05% of Mason Investment Advisory Services's portfolio in Q1 2026, its #26 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 22 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.