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

SeaCrest 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
Q2 		– Sell
-12,730
Closed -$2.2M – 659
2026
Q1 		$2.2M Buy
+12,730
New +$1.93M 0.24% 73
2025
Q2 		– Sell
-7,075
Closed -$918K – 697
2025
Q1 		$918K Sell
7,075
-2,280
-24% -$288K 0.1% 191
2024
Q4 		$1.13M Sell
9,355
-540
-5% -$68.8K 0.12% 163
2024
Q3 		$1.21M Sell
9,895
-4,050
-29% -$507K 0.13% 147
2024
Q2 		$1.78M Buy
13,945
+2,154
+18% +$280K 0.2% 97
2024
Q1 		$1.55M Buy
11,791
+346
+3% +$41.5K 0.19% 113
2023
Q4 		$1.35M Sell
11,445
-15,919
-58% -$1.91M 0.17% 124
2023
Q3 		$3.47M Buy
27,364
+15,939
+140% +$1.95M 0.45% 41
2023
Q2 		$1.29M Sell
11,425
-18,056
-61% -$2.03M 0.16% 134
2023
Q1 		$3.37M Buy
29,481
+1,113
+4% +$132K 0.46% 38
2022
Q4 		$3.44M Buy
28,368
+13,270
+88% +$1.62M 0.49% 38
2022
Q3 		$1.53M Sell
15,098
-16,183
-52% -$1.72M 0.23% 82
2022
Q2 		$3.11M Sell
31,281
-20,912
-40% -$2.34M 0.39% 42
2022
Q1 		$5.59M Buy
52,193
+37,819
+263% +$3.64M 0.64% 22
2021
Q4 		$1.12M Sell
14,374
-1,145
-7% -$91.1K 0.12% 168
2021
Q3 		$1.15M Buy
15,519
+353
+2% +$24.6K 0.14% 158
2021
Q2 		$1.15M Sell
15,166
-514
-3% -$37.3K 0.14% 156
2021
Q1 		$1.07M Buy
15,680
+5,949
+61% +$380K 0.14% 162
2020
Q4 		$505K Buy
9,731
+3,084
+46% +$144K 0.07% 291
2020
Q3 		$268K Sell
6,647
-9,316
-58% -$443K 0.04% 431
2020
Q2 		$803K Buy
+15,963
New +$788K 0.14% 169
2019
Q2 		– Sell
-139
Closed -$12K – 1783
2019
Q1 		$12K Sell
139
-16
-10% -$1.39K ﹤0.01% 1482
2018
Q4 		$12K Buy
155
+45
+41% +$4.12K ﹤0.01% 1448
2018
Q3 		$12K Hold
110
– – ﹤0.01% 1588
2018
Q2 		$12K Hold
110
– – ﹤0.01% 1554
2018
Q1 		$10K Hold
110
– – ﹤0.01% 1596
2017
Q4 		$11K Buy
+110
New +$10.3K ﹤0.01% 1573

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SeaCrest Wealth Management's VDE Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 12,730 shares — an estimated $2.2M sold.

SeaCrest Wealth Management first reported a position in VDE in Q4 2017 and held it in 27 quarters. The position peaked at $5.59M in Q1 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 12,730 Vanguard Energy ETF shares in Q2 2026, an estimated $2.2M.
  • SeaCrest Wealth Management first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 27 quarters.
  • SeaCrest Wealth Management's Vanguard Energy ETF position peaked at $5.59M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.