Mount Yale Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Mount Yale 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	$365K	Buy	+2,110	New	+$319K	0.01%	816

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mount Yale Investment Advisors's VDE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 2,110 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #816 among its holdings.

776 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Mount Yale Investment Advisors held 2,110 shares of Vanguard Energy ETF worth $365K as of Q1 2026.
Vanguard Energy ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Vanguard Energy ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #816 holding.
776 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.