Northwest Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Northwest Capital Management’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 Q4	–	Sell	-151	Closed	-$19K	–	224
2025 Q3	$19K	Sell	151 -1	-0.7%	-$123	0.02%	169
2025 Q2	$18.1K	Hold	152	–	–	0.01%	229
2025 Q1	$19.7K	Hold	152	–	–	0.01%	252
2024 Q4	$18.4K	Hold	152	–	–	0.01%	262
2024 Q3	$18.6K	Hold	152	–	–	0.01%	265
2024 Q2	$19.4K	Hold	152	–	–	0.01%	252
2024 Q1	$20K	Hold	152	–	–	0.01%	309
2023 Q4	$17.8K	Buy	152 +151	+15,100%	+$18.1K	0.01%	310
2023 Q3	$116	Hold	1	–	–	﹤0.01%	546
2023 Q2	$102	Buy	+1	New	+$113	﹤0.01%	553

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwest Capital Management's VDE Position: Q4 2025 in Review

Northwest Capital Management sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 151 shares — an estimated $19K sold.

Northwest Capital Management first reported a position in VDE in Q2 2023 and held it in 10 quarters. The position peaked at $20K in Q1 2024. 664 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

Northwest Capital Management reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 151 Vanguard Energy ETF shares in Q4 2025, an estimated $19K.
Northwest Capital Management first reported a position in Vanguard Energy ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's Vanguard Energy ETF position peaked at $20K in Q1 2024.
664 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.