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Steward Partners Investment Advisory’s Vanguard Energy ETF VDE Stock Holding History

Steward Partners Investment Advisory’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 		$1.69M Buy
9,770
+138
+1% +$20.9K 0.01% 921
2025
Q4 		$1.21M Sell
9,632
-190
-2% -$23.9K 0.01% 977
2025
Q3 		$1.24M Sell
9,822
-360
-4% -$44.3K 0.01% 970
2025
Q2 		$1.21M Sell
10,182
-3,729
-27% -$434K 0.01% 911
2025
Q1 		$1.8M Buy
13,911
+4,742
+52% +$599K 0.02% 689
2024
Q4 		$1.11M Sell
9,169
-316
-3% -$40.2K 0.01% 837
2024
Q3 		$1.16M Sell
9,485
-469
-5% -$58.7K 0.01% 809
2024
Q2 		$1.27M Sell
9,954
-629
-6% -$81.9K 0.01% 730
2024
Q1 		$1.39M Buy
10,583
+140
+1% +$16.8K 0.02% 689
2023
Q4 		$1.22M Buy
10,443
+12
+0.1% +$1.44K 0.02% 659
2023
Q3 		$1.32M Buy
10,431
+722
+7% +$88.4K 0.02% 580
2023
Q2 		$1.1M Sell
9,709
-383
-4% -$43.1K 0.02% 662
2023
Q1 		$1.15M Buy
10,092
+2,286
+29% +$271K 0.02% 652
2022
Q4 		$947K Sell
7,806
-928
-11% -$113K 0.02% 685
2022
Q3 		$887K Buy
8,734
+4,292
+97% +$457K 0.02% 665
2022
Q2 		$442K Sell
4,442
-4,794
-52% -$536K 0.01% 894
2022
Q1 		$989K Buy
9,236
+5,912
+178% +$569K 0.02% 685
2021
Q4 		$258K Buy
3,324
+24
+0.7% +$1.91K ﹤0.01% 1208
2021
Q3 		$244K Hold
3,300
– – ﹤0.01% 1195
2021
Q2 		$250K Sell
3,300
-800
-20% -$58K ﹤0.01% 1384
2021
Q1 		$279K Buy
4,100
+800
+24% +$51.1K ﹤0.01% 1128
2020
Q4 		$171K Sell
3,300
-1,057
-24% -$49.4K ﹤0.01% 1135
2020
Q3 		$176K Buy
4,357
+2,000
+85% +$95.1K ﹤0.01% 990
2020
Q2 		$119K Sell
2,357
-2,280
-49% -$112K ﹤0.01% 1080
2020
Q1 		$177K Buy
4,637
+4,370
+1,637% +$277K 0.01% 827
2019
Q4 		$21K Sell
267
-250
-48% -$19.5K ﹤0.01% 1754
2019
Q3 		$40K Sell
517
-53
-9% -$4.24K ﹤0.01% 1448
2019
Q2 		$48K Buy
+570
New +$49.1K ﹤0.01% 1355
2018
Q4 		– Sell
-845
Closed -$89K – 2100
2018
Q3 		$89K Sell
845
-297
-26% -$30.8K ﹤0.01% 969
2018
Q2 		$120K Sell
1,142
-2,500
-69% -$256K 0.01% 791
2018
Q1 		$336K Buy
+3,642
New +$353K 0.02% 501

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's VDE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Energy ETF (VDE) stake by 1.4% in Q1 2026, buying an estimated $20.9K and bringing the position to 9,770 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #921.

Steward Partners Investment Advisory first reported a position in VDE in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.8M in Q1 2025. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Steward Partners Investment Advisory held 9,770 shares of Vanguard Energy ETF worth $1.69M as of Q1 2026.
  • Steward Partners Investment Advisory bought 138 Vanguard Energy ETF shares in Q1 2026, an estimated $20.9K.
  • Vanguard Energy ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #921 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Energy ETF in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Vanguard Energy ETF position peaked at $1.8M in Q1 2025.
  • 774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.