&Partners’s Vanguard Energy ETF VDE Stock Holding History

&Partners’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	$1.37M	Buy	7,905 +893	+13%	+$135K	0.01%	1120
2025 Q4	$923K	Buy	7,012 +2,033	+41%	+$255K	﹤0.01%	1264
2025 Q3	$627K	Sell	4,979 -109	-2%	-$13.4K	﹤0.01%	1322
2025 Q2	$606K	Buy	5,088 +1,555	+44%	+$181K	﹤0.01%	1255
2025 Q1	$454K	Sell	3,533 -123	-3%	-$15.5K	﹤0.01%	1180
2024 Q4	$453K	Buy	3,656 +1,973	+117%	+$251K	0.01%	1118
2024 Q3	$206K	Buy	+1,683	New	+$211K	﹤0.01%	1292

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

&Partners's VDE Position: Q1 2026 in Review

&Partners increased its Vanguard Energy ETF (VDE) stake by 13% in Q1 2026, buying an estimated $135K and bringing the position to 7,905 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1120.

&Partners first reported a position in VDE in Q3 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

&Partners held 7,905 shares of Vanguard Energy ETF worth $1.37M as of Q1 2026.
&Partners bought 893 Vanguard Energy ETF shares in Q1 2026, an estimated $135K.
Vanguard Energy ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1120 holding.
&Partners first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.