Soltis Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Soltis Investment Advisors’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	$728K	Buy	4,208 +716	+21%	+$108K	0.05%	267
2025 Q4	$440K	Buy	3,492 +825	+31%	+$104K	0.03%	345
2025 Q3	$336K	Buy	2,667 +282	+12%	+$34.7K	0.02%	355
2025 Q2	$284K	Hold	2,385	–	–	0.02%	333
2025 Q1	$309K	Buy	2,385 +114	+5%	+$14.4K	0.03%	299
2024 Q4	$275K	Sell	2,271 -60	-3%	-$7.64K	0.03%	301
2024 Q3	$285K	Buy	2,331 +650	+39%	+$81.3K	0.03%	286
2024 Q2	$214K	Buy	+1,681	New	+$219K	0.02%	301

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

Soltis Investment Advisors's VDE Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard Energy ETF (VDE) stake by 21% in Q1 2026, buying an estimated $108K and bringing the position to 4,208 shares worth $728K. The position accounts for 0.05% of the portfolio, ranked #267.

Soltis Investment Advisors first reported a position in VDE in Q2 2024 and has held it in 8 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Soltis Investment Advisors held 4,208 shares of Vanguard Energy ETF worth $728K as of Q1 2026.
Soltis Investment Advisors bought 716 Vanguard Energy ETF shares in Q1 2026, an estimated $108K.
Vanguard Energy ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #267 holding.
Soltis Investment Advisors first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 8 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.