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Summit Financial’s Vanguard Energy ETF VDE Stock Holding History

Summit Financial’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 		$748K Sell
4,323
-78
-2% -$11.8K 0.01% 875
2025
Q4 		$554K Sell
4,401
-45
-1% -$5.65K 0.01% 864
2025
Q3 		$560K Buy
4,446
+30
+0.7% +$3.69K 0.01% 856
2025
Q2 		$526K Buy
4,416
+341
+8% +$39.7K 0.01% 567
2025
Q1 		$529K Buy
4,075
+165
+4% +$20.8K 0.01% 498
2024
Q4 		$474K Buy
3,910
+118
+3% +$15K 0.02% 459
2024
Q3 		$468K Buy
3,792
+1,745
+85% +$218K 0.02% 385
2024
Q2 		$263K Buy
2,047
+25
+1% +$3.25K 0.01% 442
2024
Q1 		$266K Buy
2,022
+15
+0.7% +$1.8K 0.02% 333
2023
Q4 		$235K Buy
2,007
+31
+2% +$3.72K 0.02% 327
2023
Q3 		$252K Buy
1,976
+17
+0.9% +$2.08K 0.02% 302
2023
Q2 		$223K Buy
1,959
+10
+0.5% +$1.13K 0.02% 303
2023
Q1 		$223K Buy
1,949
+32
+2% +$3.79K 0.02% 235
2022
Q4 		$233K Buy
+1,917
New +$233K 0.02% 226
2022
Q2 		– Sell
-1,891
Closed -$202K – 254
2022
Q1 		$202K Buy
+1,891
New +$182K 0.02% 242
2020
Q1 		– Sell
-6,484
Closed -$528K – 47
2019
Q4 		$528K Sell
6,484
-121,404
-95% -$9.45M 0.09% 31
2019
Q3 		$10.3M Buy
127,888
+3,863
+3% +$309K 1.74% 8
2019
Q2 		$10.5M Sell
124,025
-24,566
-17% -$2.11M 1.78% 8
2019
Q1 		$13.3M Buy
148,591
+7,844
+6% +$681K 2.28% 8
2018
Q4 		$10.9M Buy
+140,747
New +$12.9M 2.11% 8

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

Summit Financial's VDE Position: Q1 2026 in Review

Summit Financial reduced its Vanguard Energy ETF (VDE) stake by 1.8% in Q1 2026, selling an estimated $11.8K and leaving 4,323 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #875.

Summit Financial first reported a position in VDE in Q4 2018 and has held it in 20 quarters since. The position peaked at $13.3M in Q1 2019. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Summit Financial held 4,323 shares of Vanguard Energy ETF worth $748K as of Q1 2026.
  • Summit Financial sold 78 Vanguard Energy ETF shares in Q1 2026, an estimated $11.8K.
  • Vanguard Energy ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #875 holding.
  • Summit Financial first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 20 quarters since.
  • Summit Financial's Vanguard Energy ETF position peaked at $13.3M in Q1 2019.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.