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Mutual Advisors’s Vanguard Energy ETF VDE Stock Holding History

Mutual 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 		$1.3M Sell
7,522
-2,442
-25% -$369K 0.03% 497
2025
Q4 		$1.25M Sell
9,964
-303
-3% -$38.1K 0.03% 502
2025
Q3 		$1.29M Sell
10,267
-35
-0.3% -$4.31K 0.03% 489
2025
Q2 		$1.26M Buy
10,302
+5,172
+101% +$602K 0.03% 427
2025
Q1 		$588K Sell
5,130
-413
-7% -$52.2K 0.02% 650
2024
Q4 		$731K Sell
5,543
-469
-8% -$59.7K 0.02% 579
2024
Q3 		$753K Buy
6,012
+543
+10% +$67.9K 0.02% 575
2024
Q2 		$700K Sell
5,469
-862
-14% -$112K 0.02% 601
2024
Q1 		$834K Buy
6,331
+1,084
+21% +$130K 0.03% 536
2023
Q4 		$615K Buy
5,247
+670
+15% +$80.3K 0.02% 603
2023
Q3 		$580K Buy
4,577
+145
+3% +$17.8K 0.02% 581
2023
Q2 		$500K Buy
4,432
+142
+3% +$16K 0.02% 637
2023
Q1 		$490K Buy
4,290
+183
+4% +$21.7K 0.02% 629
2022
Q4 		$498K Buy
4,107
+773
+23% +$94.1K 0.02% 589
2022
Q3 		$339K Buy
+3,334
New +$355K 0.02% 676

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

Mutual Advisors's VDE Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard Energy ETF (VDE) stake by 25% in Q1 2026, selling an estimated $369K and leaving 7,522 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #497.

Mutual Advisors first reported a position in VDE in Q3 2022 and has held it in 15 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Mutual Advisors held 7,522 shares of Vanguard Energy ETF worth $1.3M as of Q1 2026.
  • Mutual Advisors sold 2,442 Vanguard Energy ETF shares in Q1 2026, an estimated $369K.
  • Vanguard Energy ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #497 holding.
  • Mutual Advisors first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 15 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.