UAG
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United Advisor Group’s Vanguard Energy ETF VDE Stock Holding History

United Advisor Group’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 		$532K Sell
3,073
-58
-2% -$8.77K 0.07% 272
2025
Q4 		$394K Sell
3,131
-2,181
-41% -$274K 0.05% 323
2025
Q3 		$669K Buy
5,312
+1,456
+38% +$179K 0.09% 221
2025
Q2 		$459K Buy
3,856
+609
+19% +$70.9K 0.08% 235
2025
Q1 		$421K Buy
3,247
+115
+4% +$14.5K 0.09% 214
2024
Q4 		$380K Buy
+3,132
New +$399K 0.08% 243

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

United Advisor Group's VDE Position: Q1 2026 in Review

United Advisor Group reduced its Vanguard Energy ETF (VDE) stake by 1.9% in Q1 2026, selling an estimated $8.77K and leaving 3,073 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #272.

United Advisor Group first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $669K in Q3 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • United Advisor Group held 3,073 shares of Vanguard Energy ETF worth $532K as of Q1 2026.
  • United Advisor Group sold 58 Vanguard Energy ETF shares in Q1 2026, an estimated $8.77K.
  • Vanguard Energy ETF made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #272 holding.
  • United Advisor Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • United Advisor Group's Vanguard Energy ETF position peaked at $669K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.