Sittner & Nelson’s Vanguard Energy ETF VDE Stock Holding History

Sittner & Nelson’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	$637K	Hold	3,680	–	–	0.23%	82
2025 Q4	$552K	Sell	3,680 -50	-1%	-$6.28K	0.2%	83
2025 Q3	$469K	Hold	3,730	–	–	0.17%	86
2025 Q2	$444K	Hold	3,730	–	–	0.18%	89
2025 Q1	$484K	Hold	3,730	–	–	0.21%	75
2024 Q4	$452K	Hold	3,730	–	–	0.2%	76
2024 Q3	$457K	Hold	3,730	–	–	0.2%	74
2024 Q2	$476K	Hold	3,730	–	–	0.23%	64
2024 Q1	$491K	Hold	3,730	–	–	0.25%	67
2023 Q4	$437K	Hold	3,730	–	–	0.23%	69
2023 Q3	$473K	Hold	3,730	–	–	0.27%	60
2023 Q2	$421K	Hold	3,730	–	–	0.23%	73
2023 Q1	$426K	Hold	3,730	–	–	0.24%	71
2022 Q4	$452K	Hold	3,730	–	–	0.28%	65
2022 Q3	$379K	Hold	3,730	–	–	0.25%	68
2022 Q2	$371K	Hold	3,730	–	–	0.24%	73
2022 Q1	$399K	Hold	3,730	–	–	0.23%	71
2021 Q4	$289K	Buy	3,730 +800	+27%	+$63.6K	0.17%	81
2021 Q3	$217K	Sell	2,930 -170	-5%	-$11.9K	0.14%	89
2021 Q2	$235K	Hold	3,100	–	–	0.17%	81
2021 Q1	$211K	Hold	3,100	–	–	0.16%	83
2020 Q4	$161K	Buy	+3,100	New	+$145K	0.14%	91

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

Sittner & Nelson's VDE Position: Q1 2026 in Review

Sittner & Nelson held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 3,680 shares worth $637K. The position accounts for 0.23% of the portfolio, ranked #82.

Sittner & Nelson first reported a position in VDE in Q4 2020 and has held it in 22 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Sittner & Nelson held 3,680 shares of Vanguard Energy ETF worth $637K as of Q1 2026.
Sittner & Nelson left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.23% of Sittner & Nelson's portfolio in Q1 2026, its #82 holding.
Sittner & Nelson first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 22 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.