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SteelPeak Wealth’s Vanguard Energy ETF VDE Stock Holding History

SteelPeak Wealth’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 		– Sell
-2,896
Closed -$365K – 649
2025
Q4 		$365K Hold
2,896
– – 0.01% 399
2025
Q3 		$364K Buy
2,896
+65
+2% +$8K 0.01% 434
2025
Q2 		$337K Buy
2,831
+18
+0.6% +$2.1K 0.01% 404
2025
Q1 		$365K Buy
2,813
+16
+0.6% +$2.02K 0.02% 390
2024
Q4 		$339K Sell
2,797
-211
-7% -$26.9K 0.01% 391
2024
Q3 		$372K Buy
3,008
+708
+31% +$88.6K 0.02% 363
2024
Q2 		$296K Sell
2,300
-444
-16% -$57.8K 0.01% 388
2024
Q1 		$361K Sell
2,744
-734
-21% -$88K 0.02% 338
2023
Q4 		$408K Sell
3,478
-50
-1% -$5.99K 0.02% 302
2023
Q3 		$450K Buy
3,528
+253
+8% +$31K 0.03% 271
2023
Q2 		$373K Sell
3,275
-16
-0.5% -$1.8K 0.02% 294
2023
Q1 		$376K Sell
3,291
-433
-12% -$51.3K 0.03% 271
2022
Q4 		$452K Buy
3,724
+400
+12% +$48.7K 0.03% 260
2022
Q3 		$342K Hold
3,324
– – 0.03% 306
2022
Q2 		$331K Sell
3,324
-340
-9% -$38K 0.02% 308
2022
Q1 		$392K Buy
3,664
+57
+2% +$5.49K 0.02% 317
2021
Q4 		$280K Buy
+3,607
New +$287K 0.02% 337

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SteelPeak Wealth's VDE Position: Q1 2026 in Review

SteelPeak Wealth sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 2,896 shares — an estimated $365K sold.

SteelPeak Wealth first reported a position in VDE in Q4 2021 and held it in 17 quarters. The position peaked at $452K in Q4 2022. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • SteelPeak Wealth reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 2,896 Vanguard Energy ETF shares in Q1 2026, an estimated $365K.
  • SteelPeak Wealth first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 17 quarters.
  • SteelPeak Wealth's Vanguard Energy ETF position peaked at $452K in Q4 2022.
  • 780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.