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

Rialto 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	$4.85K	Hold	28	–	–	﹤0.01%	599
2025 Q4	$3.53K	Sell	28 -46	-62%	-$5.78K	﹤0.01%	572
2025 Q3	$9.31K	Sell	74 -94	-56%	-$11.6K	﹤0.01%	435
2025 Q2	$20K	Sell	168 -462	-73%	-$53.8K	0.01%	353
2025 Q1	$81.7K	Sell	630 -269	-30%	-$34K	0.03%	212
2024 Q4	$109K	Buy	+899	New	+$114K	0.04%	185

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

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

Rialto Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 28 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Rialto Wealth Management first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $109K in Q4 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Rialto Wealth Management held 28 shares of Vanguard Energy ETF worth $4.85K as of Q1 2026.
Rialto Wealth Management left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #599 holding.
Rialto Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard Energy ETF position peaked at $109K in Q4 2024.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.