Syon Capital’s Vanguard Energy ETF VDE Stock Holding History

Syon Capital’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	$2.35M	Sell	13,562 -2,803	-17%	-$424K	0.12%	125
2025 Q4	$2.06M	Buy	16,365 +78	+0.5%	+$9.8K	0.1%	149
2025 Q3	$2.05M	Sell	16,287 -6,952	-30%	-$856K	0.11%	130
2025 Q2	$2.77M	Sell	23,239 -12,083	-34%	-$1.41M	0.18%	80
2025 Q1	$4.58M	Sell	35,322 -14,624	-29%	-$1.85M	0.37%	54
2024 Q4	$6.06M	Sell	49,946 -706	-1%	-$89.9K	0.55%	36
2024 Q3	$6.2M	Buy	50,652 +10,258	+25%	+$1.28M	0.55%	37
2024 Q2	$5.15M	Sell	40,394 -855	-2%	-$111K	0.47%	41
2024 Q1	$5.43M	Sell	41,249 -43,977	-52%	-$5.27M	0.51%	39
2023 Q4	$10M	Buy	85,226 +32,511	+62%	+$3.9M	0.42%	43
2023 Q3	$6.68M	Buy	+52,715	New	+$6.45M	0.83%	21

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

Syon Capital's VDE Position: Q1 2026 in Review

Syon Capital reduced its Vanguard Energy ETF (VDE) stake by 17% in Q1 2026, selling an estimated $424K and leaving 13,562 shares worth $2.35M. The position accounts for 0.12% of the portfolio, ranked #125.

Syon Capital first reported a position in VDE in Q3 2023 and has held it in 11 quarters since. The position peaked at $10M in Q4 2023. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Syon Capital held 13,562 shares of Vanguard Energy ETF worth $2.35M as of Q1 2026.
Syon Capital sold 2,803 Vanguard Energy ETF shares in Q1 2026, an estimated $424K.
Vanguard Energy ETF made up 0.12% of Syon Capital's portfolio in Q1 2026, its #125 holding.
Syon Capital first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Vanguard Energy ETF position peaked at $10M in Q4 2023.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.