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Sunbelt Securities’s Vanguard Energy ETF VDE Stock Holding History

Sunbelt Securities’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 		$276K Buy
1,592
+42
+3% +$6.35K 0.02% 549
2025
Q4 		$195K Hold
1,550
– – 0.01% 653
2025
Q3 		$195K Buy
+1,550
New +$191K 0.01% 650

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's VDE Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Energy ETF (VDE) stake by 2.7% in Q1 2026, buying an estimated $6.35K and bringing the position to 1,592 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #549.

Sunbelt Securities first reported a position in VDE in Q3 2025 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Sunbelt Securities held 1,592 shares of Vanguard Energy ETF worth $276K as of Q1 2026.
  • Sunbelt Securities bought 42 Vanguard Energy ETF shares in Q1 2026, an estimated $6.35K.
  • Vanguard Energy ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #549 holding.
  • Sunbelt Securities first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.