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RBA Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

RBA Wealth 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
2026
Q1 		$457K Sell
2,641
-87
-3% -$13.2K 0.16% 69
2025
Q4 		$344K Buy
2,728
+128
+5% +$16.1K 0.12% 75
2025
Q3 		$327K Sell
2,600
-361
-12% -$44.4K 0.11% 77
2025
Q2 		$353K Buy
2,961
+345
+13% +$40.2K 0.13% 77
2025
Q1 		$339K Sell
2,616
-167
-6% -$21.1K 0.13% 73
2024
Q4 		$338K Buy
2,783
+219
+9% +$27.9K 0.13% 74
2024
Q3 		$314K Buy
2,564
+121
+5% +$15.1K 0.12% 71
2024
Q2 		$312K Sell
2,443
-255
-9% -$33.2K 0.12% 72
2024
Q1 		$355K Buy
2,698
+35
+1% +$4.2K 0.14% 69
2023
Q4 		$312K Sell
2,663
-150
-5% -$18K 0.14% 71
2023
Q3 		$357K Sell
2,813
-161
-5% -$19.7K 0.17% 66
2023
Q2 		$336K Buy
2,974
+37
+1% +$4.17K 0.16% 69
2023
Q1 		$335K Buy
2,937
+93
+3% +$11K 0.17% 72
2022
Q4 		$345K Buy
2,844
+72
+3% +$8.77K 0.18% 67
2022
Q3 		$282K Buy
2,772
+309
+13% +$32.9K 0.16% 75
2022
Q2 		$245K Sell
2,463
-43
-2% -$4.81K 0.14% 84
2022
Q1 		$268K Sell
2,506
-389
-13% -$37.4K 0.13% 88
2021
Q4 		$225K Buy
+2,895
New +$230K 0.11% 102

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

RBA Wealth Management's VDE Position: Q1 2026 in Review

RBA Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 3.2% in Q1 2026, selling an estimated $13.2K and leaving 2,641 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #69.

RBA Wealth Management first reported a position in VDE in Q4 2021 and has held it in 18 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • RBA Wealth Management held 2,641 shares of Vanguard Energy ETF worth $457K as of Q1 2026.
  • RBA Wealth Management sold 87 Vanguard Energy ETF shares in Q1 2026, an estimated $13.2K.
  • Vanguard Energy ETF made up 0.16% of RBA Wealth Management's portfolio in Q1 2026, its #69 holding.
  • RBA Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 18 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.