Strategic Advocates’s Vanguard Energy ETF VDE Stock Holding History

Strategic Advocates’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	$415K	Sell	2,398 -248	-9%	-$37.5K	1.84%	14
2025 Q4	$335K	Buy	2,646 +20	+0.8%	+$2.51K	0.09%	93
2025 Q3	$331K	Buy	2,626 +13	+0.5%	+$1.6K	0.09%	96
2025 Q2	$311K	Buy	+2,613	New	+$304K	0.09%	97
2024 Q3	–	Sell	-4,684	Closed	-$598K	–	135
2024 Q2	$598K	Sell	4,684 -1,456	-24%	-$190K	0.24%	57
2024 Q1	$809K	Buy	6,140 +2,169	+55%	+$260K	0.31%	55
2023 Q4	$466K	Buy	+3,971	New	+$476K	0.2%	86

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Advocates's VDE Position: Q1 2026 in Review

Strategic Advocates reduced its Vanguard Energy ETF (VDE) stake by 9.4% in Q1 2026, selling an estimated $37.5K and leaving 2,398 shares worth $415K. The position accounts for 1.84% of the portfolio, ranked #14.

Strategic Advocates first reported a position in VDE in Q4 2023 and has held it in 7 quarters since. The position peaked at $809K in Q1 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Strategic Advocates held 2,398 shares of Vanguard Energy ETF worth $415K as of Q1 2026.
Strategic Advocates sold 248 Vanguard Energy ETF shares in Q1 2026, an estimated $37.5K.
Vanguard Energy ETF made up 1.84% of Strategic Advocates's portfolio in Q1 2026, its #14 holding.
Strategic Advocates first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 7 quarters since.
Strategic Advocates's Vanguard Energy ETF position peaked at $809K in Q1 2024.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.