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Moneta Group Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Moneta Group Investment 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
2026
Q1 		$1.57M Buy
9,045
+12
+0.1% +$1.81K 0.01% 299
2025
Q4 		$1.14M Sell
9,033
-131
-1% -$16.5K 0.01% 338
2025
Q3 		$1.15M Buy
9,164
+208
+2% +$25.6K 0.01% 329
2025
Q2 		$1.07M Sell
8,956
-218
-2% -$25.4K 0.01% 299
2025
Q1 		$1.19M Sell
9,174
-16
-0.2% -$2.02K 0.02% 267
2024
Q4 		$1.11M Buy
9,190
+26
+0.3% +$3.31K 0.02% 270
2024
Q3 		$1.12M Sell
9,164
-43
-0.5% -$5.38K 0.02% 269
2024
Q2 		$1.17M Buy
9,207
+80
+0.9% +$10.4K 0.02% 251
2024
Q1 		$1.2M Buy
9,127
+5,865
+180% +$703K 0.02% 240
2023
Q4 		$383K Buy
3,262
+313
+11% +$37.5K 0.01% 385
2023
Q3 		$374K Buy
2,949
+262
+10% +$32.1K 0.01% 366
2023
Q2 		$303K Sell
2,687
-284
-10% -$32K 0.01% 425
2023
Q1 		$339K Sell
2,971
-46
-2% -$5.45K 0.01% 394
2022
Q4 		$377K Sell
3,017
-1,610
-35% -$196K 0.01% 338
2022
Q3 		$470K Sell
4,627
-932
-17% -$99.1K 0.02% 286
2022
Q2 		$553K Buy
5,559
+888
+19% +$99.4K 0.02% 290
2022
Q1 		$500K Buy
4,671
+303
+7% +$29.2K 0.02% 290
2021
Q4 		$339K Buy
4,368
+11
+0.3% +$875 0.01% 359
2021
Q3 		$322K Sell
4,357
-5
-0.1% -$349 0.01% 353
2021
Q2 		$331K Sell
4,362
-697
-14% -$50.5K 0.02% 343
2021
Q1 		$344K Buy
+5,059
New +$323K 0.02% 306
2018
Q4 		– Sell
-3,461
Closed -$364K – 247
2018
Q3 		$364K Buy
+3,461
New +$359K 0.04% 164

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

Moneta Group Investment Advisors's VDE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Energy ETF (VDE) stake by 0.13% in Q1 2026, buying an estimated $1.81K and bringing the position to 9,045 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #299.

Moneta Group Investment Advisors first reported a position in VDE in Q3 2018 and has held it in 22 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Moneta Group Investment Advisors held 9,045 shares of Vanguard Energy ETF worth $1.57M as of Q1 2026.
  • Moneta Group Investment Advisors bought 12 Vanguard Energy ETF shares in Q1 2026, an estimated $1.81K.
  • Vanguard Energy ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #299 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Energy ETF in Q3 2018 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.