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SVB Wealth’s Vanguard Energy ETF VDE Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-100
Closed -$13K – 1581
2025
Q1 		$13K Buy
+100
New +$12.6K ﹤0.01% 832
2022
Q4 		– Sell
-3,597
Closed -$365K – 1099
2022
Q3 		$365K Buy
3,597
+658
+22% +$70K 0.01% 611
2022
Q2 		$292K Buy
2,939
+2,383
+429% +$267K ﹤0.01% 577
2022
Q1 		$59K Buy
+556
New +$53.5K ﹤0.01% 739
2019
Q3 		– Sell
-6,266
Closed -$533K – 531
2019
Q2 		$533K Buy
+6,266
New +$539K 0.02% 376

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SVB Wealth's VDE Position: Q2 2025 in Review

SVB Wealth sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 100 shares — an estimated $13K sold.

SVB Wealth first reported a position in VDE in Q2 2019 and held it in 5 quarters. The position peaked at $533K in Q2 2019. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

  • SVB Wealth reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 100 Vanguard Energy ETF shares in Q2 2025, an estimated $13K.
  • SVB Wealth first reported a position in Vanguard Energy ETF in Q2 2019 and held it in 5 quarters.
  • SVB Wealth's Vanguard Energy ETF position peaked at $533K in Q2 2019.
  • 648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.