U.S. Capital Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

U.S. Capital Wealth Advisors’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	$519K	Buy	2,998 +2	+0.1%	+$303	0.01%	666
2025 Q4	$377K	Buy	2,996 +175	+6%	+$22K	0.01%	732
2025 Q3	$355K	Sell	2,821 -422	-13%	-$51.9K	0.01%	724
2025 Q2	$386K	Sell	3,243 -2,350	-42%	-$273K	0.01%	663
2025 Q1	$726K	Buy	5,593 +400	+8%	+$50.5K	0.02%	498
2024 Q4	$630K	Buy	+5,193	New	+$661K	0.02%	512
2023 Q1	–	Sell	-55	Closed	-$6.67K	–	1495
2022 Q4	$6.67K	Buy	+55	New	+$6.7K	﹤0.01%	1337

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 $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $424B AUM 22.96% 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

U.S. Capital Wealth Advisors's VDE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Energy ETF (VDE) stake by 0.07% in Q1 2026, buying an estimated $303 and bringing the position to 2,998 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #666.

U.S. Capital Wealth Advisors first reported a position in VDE in Q4 2022 and has held it in 7 quarters since. The position peaked at $726K in Q1 2025. 776 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

U.S. Capital Wealth Advisors held 2,998 shares of Vanguard Energy ETF worth $519K as of Q1 2026.
U.S. Capital Wealth Advisors bought 2 Vanguard Energy ETF shares in Q1 2026, an estimated $303.
Vanguard Energy ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #666 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Vanguard Energy ETF position peaked at $726K in Q1 2025.
776 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.