MECA
VDE icon

Miller Equity Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Miller Equity Capital 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
2025
Q1 		– Sell
-9,165
Closed -$1.11M – 35
2024
Q4 		$1.11M Buy
9,165
+400
+5% +$50.9K 0.42% 40
2024
Q3 		$1.07M Buy
8,765
+400
+5% +$50K 0.42% 40
2024
Q2 		$1.07M Hold
8,365
– – 0.44% 39
2024
Q1 		$1.1M Buy
8,365
+3,630
+77% +$435K 0.45% 39
2023
Q4 		$555K Hold
4,735
– – 0.25% 44
2023
Q3 		$600K Hold
4,735
– – 0.31% 44
2023
Q2 		$535K Hold
4,735
– – 0.27% 44
2023
Q1 		$541K Hold
4,735
– – 0.3% 45
2022
Q4 		$574K Hold
4,735
– – 0.37% 44
2022
Q3 		$481K Hold
4,735
– – 0.35% 44
2022
Q2 		$471K Hold
4,735
– – 0.4% 43
2022
Q1 		$507K Sell
4,735
-410
-8% -$39.5K 0.43% 43
2021
Q4 		$399K Sell
5,145
-8,250
-62% -$656K 0.37% 40
2021
Q3 		$990K Sell
13,395
-75
-0.6% -$5.23K 0.97% 31
2021
Q2 		$1.02M Buy
13,470
+200
+2% +$14.5K 1.05% 30
2021
Q1 		$902K Buy
13,270
+100
+0.8% +$6.39K 1.13% 29
2020
Q4 		$683K Buy
13,170
+2,000
+18% +$93.5K 0.91% 34
2020
Q3 		$450K Buy
11,170
+500
+5% +$23.8K 0.68% 35
2020
Q2 		$537K Buy
10,670
+220
+2% +$10.9K 0.87% 27
2020
Q1 		$399K Sell
10,450
-160
-2% -$10.2K 0.75% 30
2019
Q4 		$865K Buy
+10,610
New +$826K 1.11% 25

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
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 $128B AUM 35.83% 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 $672B AUM 33.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Miller Equity Capital Advisors's VDE Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 9,165 shares — an estimated $1.11M sold.

Miller Equity Capital Advisors first reported a position in VDE in Q4 2019 and held it in 21 quarters. The position peaked at $1.11M in Q4 2024. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 9,165 Vanguard Energy ETF shares in Q1 2025, an estimated $1.11M.
  • Miller Equity Capital Advisors first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Energy ETF position peaked at $1.11M in Q4 2024.
  • 695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.