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Stokes Family Office’s Vanguard Energy ETF VDE Stock Holding History

Stokes Family Office’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 		$692K Buy
4,000
+490
+14% +$74.1K 0.07% 164
2025
Q4 		$442K Buy
3,510
+400
+13% +$50.2K 0.04% 210
2025
Q3 		$391K Buy
+3,110
New +$383K 0.04% 202

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

Stokes Family Office's VDE Position: Q1 2026 in Review

Stokes Family Office increased its Vanguard Energy ETF (VDE) stake by 14% in Q1 2026, buying an estimated $74.1K and bringing the position to 4,000 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #164.

Stokes Family Office first reported a position in VDE in Q3 2025 and has held it in 3 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Stokes Family Office held 4,000 shares of Vanguard Energy ETF worth $692K as of Q1 2026.
  • Stokes Family Office bought 490 Vanguard Energy ETF shares in Q1 2026, an estimated $74.1K.
  • Vanguard Energy ETF made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #164 holding.
  • Stokes Family Office first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.