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Patten & Patten’s Vanguard Energy ETF VDE Stock Holding History

Patten & Patten’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 		$401K Hold
2,318
– – 0.02% 266
2025
Q4 		$292K Sell
2,318
-1,522
-40% -$191K 0.02% 292
2025
Q3 		$483K Sell
3,840
-754
-16% -$92.8K 0.03% 246
2025
Q2 		$547K Sell
4,594
-18
-0.4% -$2.1K 0.04% 219
2025
Q1 		$598K Sell
4,612
-1,389
-23% -$175K 0.04% 208
2024
Q4 		$728K Sell
6,001
-2
-0% -$255 0.05% 195
2024
Q3 		$735K Sell
6,003
-2
-0% -$250 0.05% 190
2024
Q2 		$766K Buy
6,005
+57
+1% +$7.42K 0.05% 174
2024
Q1 		$783K Buy
5,948
+200
+3% +$24K 0.06% 178
2023
Q4 		$674K Hold
5,748
– – 0.06% 174
2023
Q3 		$729K Sell
5,748
-20
-0.3% -$2.45K 0.06% 169
2023
Q2 		$651K Hold
5,768
– – 0.05% 178
2023
Q1 		$659K Buy
5,768
+5
+0.1% +$593 0.06% 171
2022
Q4 		$699K Sell
5,763
-12,322
-68% -$1.5M 0.06% 169
2022
Q3 		$1.84M Buy
18,085
+2,322
+15% +$247K 0.17% 92
2022
Q2 		$1.57M Buy
15,763
+2,623
+20% +$293K 0.14% 111
2022
Q1 		$1.41M Buy
13,140
+7,160
+120% +$689K 0.1% 130
2021
Q4 		$464K Hold
5,980
– – 0.03% 212
2021
Q3 		$442K Sell
5,980
-6,700
-53% -$467K 0.03% 213
2021
Q2 		$962K Buy
12,680
+700
+6% +$50.7K 0.07% 159
2021
Q1 		$815K Buy
+11,980
New +$766K 0.07% 165

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

Patten & Patten's VDE Position: Q1 2026 in Review

Patten & Patten held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 2,318 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #266.

Patten & Patten first reported a position in VDE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.84M in Q3 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Patten & Patten held 2,318 shares of Vanguard Energy ETF worth $401K as of Q1 2026.
  • Patten & Patten left its Vanguard Energy ETF share count unchanged in Q1 2026.
  • Vanguard Energy ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #266 holding.
  • Patten & Patten first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 21 quarters since.
  • Patten & Patten's Vanguard Energy ETF position peaked at $1.84M in Q3 2022.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.