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Sowell Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-1,722
Closed -$205K – 1133
2025
Q2 		$205K Sell
1,722
-61
-3% -$7.1K 0.01% 963
2025
Q1 		$231K Buy
+1,783
New +$225K 0.01% 876
2023
Q2 		– Sell
-2,342
Closed -$267K – 823
2023
Q1 		$267K Buy
+2,342
New +$278K 0.02% 601
2021
Q2 		– Sell
-904
Closed -$66K – 2643
2021
Q1 		$66K Buy
904
+207
+30% +$13.2K ﹤0.01% 1539
2020
Q4 		$36K Buy
697
+30
+4% +$1.4K ﹤0.01% 1521
2020
Q3 		$27K Sell
667
-814
-55% -$38.7K ﹤0.01% 1437
2020
Q2 		$74K Buy
1,481
+31
+2% +$1.53K ﹤0.01% 1056
2020
Q1 		$55K Sell
1,450
-19,706
-93% -$1.25M ﹤0.01% 1022
2019
Q4 		$1.72M Buy
21,156
+20,565
+3,480% +$1.6M 0.13% 172
2019
Q3 		$46K Buy
+591
New +$47.3K ﹤0.01% 1025
2019
Q1 		$3.14M Buy
+35,161
New +$3.05M 0.35% 63
2018
Q3 		– Sell
-21,459
Closed -$2.2M – 449
2018
Q2 		$2.2M Buy
21,459
+9,715
+83% +$994K 0.47% 57
2018
Q1 		$1.19M Buy
11,744
+2,299
+24% +$223K 0.3% 79
2017
Q4 		$988K Buy
9,445
+756
+9% +$71.1K 0.24% 95
2017
Q3 		$815K Buy
8,689
+6,075
+232% +$539K 0.21% 100
2017
Q2 		$231K Hold
2,614
– – 0.07% 219
2017
Q1 		$243K Buy
2,614
+2,270
+660% +$227K 0.07% 216
2016
Q4 		$35K Buy
+344
New +$34.4K 0.01% 374

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's VDE Position: Q3 2025 in Review

Sowell Financial Services sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 1,722 shares — an estimated $205K sold.

Sowell Financial Services first reported a position in VDE in Q4 2016 and held it in 18 quarters. The position peaked at $3.14M in Q1 2019. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Sowell Financial Services reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 1,722 Vanguard Energy ETF shares in Q3 2025, an estimated $205K.
  • Sowell Financial Services first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 18 quarters.
  • Sowell Financial Services's Vanguard Energy ETF position peaked at $3.14M in Q1 2019.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.