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

Ritholtz 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 		$260K Buy
+1,501
New +$227K ﹤0.01% 1036
2022
Q4 		– Sell
-2,664
Closed -$271K – 740
2022
Q3 		$271K Buy
+2,664
New +$283K 0.01% 575

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

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

Ritholtz Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 1,501 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in VDE as recently as Q3 2022.

Ritholtz Wealth Management first reported a position in VDE in Q3 2022 and has held it in 2 quarters since. The position peaked at $271K in Q3 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Ritholtz Wealth Management held 1,501 shares of Vanguard Energy ETF worth $260K as of Q1 2026.
  • Vanguard Energy ETF was a new Ritholtz Wealth Management position in Q1 2026.
  • Vanguard Energy ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1036 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Vanguard Energy ETF position peaked at $271K in Q3 2022.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.