Stonebridge Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Stonebridge Capital 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 Q2	–	Sell	-1,214	Closed	-$210K	–	225
2026 Q1	$210K	Buy	+1,214	New	+$184K	0.01%	203
2023 Q4	–	Sell	-156	Closed	-$19.8K	–	829
2023 Q3	$19.8K	Sell	156 -40	-20%	-$4.9K	﹤0.01%	508
2023 Q2	$22.1K	Hold	196	–	–	﹤0.01%	503
2023 Q1	$22.4K	Hold	196	–	–	﹤0.01%	499
2022 Q4	$23.8K	Hold	196	–	–	﹤0.01%	468
2022 Q3	$20K	Sell	196 -117	-37%	-$12.4K	﹤0.01%	472
2022 Q2	$31K	Sell	313 -98	-24%	-$11K	﹤0.01%	427
2022 Q1	$44K	Buy	+411	New	+$39.6K	﹤0.01%	403
2021 Q4	–	Sell	-80	Closed	-$6K	–	1051
2021 Q3	$6K	Hold	80	–	–	﹤0.01%	706
2021 Q2	$6K	Hold	80	–	–	﹤0.01%	696
2021 Q1	$5K	Buy	+80	New	+$5.12K	﹤0.01%	742

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Capital Advisors's VDE Position: Q2 2026 in Review

Stonebridge Capital Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,214 shares — an estimated $210K sold.

Stonebridge Capital Advisors first reported a position in VDE in Q1 2021 and held it in 11 quarters. The position peaked at $210K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Stonebridge Capital Advisors reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Capital Advisors sold 1,214 Vanguard Energy ETF shares in Q2 2026, an estimated $210K.
Stonebridge Capital Advisors first reported a position in Vanguard Energy ETF in Q1 2021 and held it in 11 quarters.
Stonebridge Capital Advisors's Vanguard Energy ETF position peaked at $210K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.