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Prime Capital Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Prime Capital 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
Q2 		$962K Buy
6,409
+579
+10% +$93.8K 0.01% 532
2026
Q1 		$1.01M Sell
5,830
-402
-6% -$60.8K 0.01% 499
2025
Q4 		$785K Sell
6,232
-290
-4% -$36.4K 0.01% 541
2025
Q3 		$821K Sell
6,522
-842
-11% -$104K 0.01% 519
2025
Q2 		$877K Sell
7,364
-3,024
-29% -$352K 0.01% 493
2025
Q1 		$1.35M Sell
10,388
-553
-5% -$69.8K 0.02% 445
2024
Q4 		$1.33M Sell
10,941
-1,271
-10% -$162K 0.02% 375
2024
Q3 		$1.5M Sell
12,212
-170
-1% -$21.3K 0.02% 360
2024
Q2 		$1.58M Sell
12,382
-1,030
-8% -$134K 0.02% 343
2024
Q1 		$1.77M Sell
13,412
-396
-3% -$47.5K 0.02% 363
2023
Q4 		$1.62M Sell
13,808
-472
-3% -$56.6K 0.02% 358
2023
Q3 		$1.81M Buy
14,280
+10,998
+335% +$1.35M 0.04% 261
2023
Q2 		$371K Buy
+3,282
New +$370K 0.01% 545
2023
Q1 		– Sell
-3,450
Closed -$418K – 660
2022
Q4 		$418K Buy
+3,450
New +$420K 0.02% 355
2020
Q1 		– Sell
-605
Closed -$49K – 639
2019
Q4 		$49K Hold
605
– – 0.01% 313
2019
Q3 		$47K Hold
605
– – 0.01% 311
2019
Q2 		$51K Hold
605
– – 0.01% 244
2019
Q1 		$54K Buy
+605
New +$52.5K 0.02% 192
2018
Q4 		– Sell
-733
Closed -$77K – 430
2018
Q3 		$77K Buy
733
+128
+21% +$13.3K 0.02% 177
2018
Q2 		$64K Sell
605
-300
-33% -$30.7K 0.03% 184
2018
Q1 		$84K Hold
905
– – 0.06% 141
2017
Q4 		$90K Buy
+905
New +$85.1K 0.07% 134

Other funds holding VDE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prime Capital Investment Advisors's VDE Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Energy ETF (VDE) stake by 9.9% in Q2 2026, buying an estimated $93.8K and bringing the position to 6,409 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #532.

Prime Capital Investment Advisors first reported a position in VDE in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.81M in Q3 2023. 640 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Prime Capital Investment Advisors held 6,409 shares of Vanguard Energy ETF worth $962K as of Q2 2026.
  • Prime Capital Investment Advisors bought 579 Vanguard Energy ETF shares in Q2 2026, an estimated $93.8K.
  • Vanguard Energy ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #532 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 22 quarters since.
  • Prime Capital Investment Advisors's Vanguard Energy ETF position peaked at $1.81M in Q3 2023.
  • 640 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.