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United Capital Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

United Capital Financial 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 		$823K Buy
4,758
+16
+0.3% +$2.42K 0.01% 836
2025
Q4 		$597K Buy
4,742
+623
+15% +$78.3K ﹤0.01% 906
2025
Q3 		$518K Buy
4,119
+24
+0.6% +$2.95K ﹤0.01% 844
2025
Q2 		$488K Sell
4,095
-176
-4% -$20.5K ﹤0.01% 791
2025
Q1 		$554K Sell
4,271
-1,101
-20% -$139K ﹤0.01% 718
2024
Q4 		$652K Buy
5,372
+256
+5% +$32.6K 0.01% 663
2024
Q3 		$627K Buy
5,116
+347
+7% +$43.4K 0.01% 671
2024
Q2 		$608K Sell
4,769
-285
-6% -$37.1K 0.01% 655
2024
Q1 		$666K Buy
5,054
+7
+0.1% +$839 0.01% 660
2023
Q4 		$592K Sell
5,047
-601
-11% -$72K ﹤0.01% 684
2023
Q3 		$716K Sell
5,648
-502
-8% -$61.5K ﹤0.01% 575
2023
Q2 		$694K Buy
6,150
+114
+2% +$12.8K ﹤0.01% 626
2023
Q1 		$689K Sell
6,036
-2,078
-26% -$246K ﹤0.01% 662
2022
Q4 		$984K Buy
8,114
+38
+0.5% +$4.63K 0.01% 610
2022
Q3 		$820K Buy
8,076
+2,181
+37% +$232K ﹤0.01% 653
2022
Q2 		$586K Sell
5,895
-78
-1% -$8.73K ﹤0.01% 759
2022
Q1 		$639K Sell
5,973
-132
-2% -$12.7K ﹤0.01% 779
2021
Q4 		$474K Buy
6,105
+190
+3% +$15.1K ﹤0.01% 876
2021
Q3 		$437K Buy
5,915
+141
+2% +$9.83K ﹤0.01% 897
2021
Q2 		$438K Buy
5,774
+725
+14% +$52.5K ﹤0.01% 901
2021
Q1 		$343K Buy
5,049
+21
+0.4% +$1.34K ﹤0.01% 953
2020
Q4 		$261K Sell
5,028
-2,065
-29% -$96.5K ﹤0.01% 1049
2020
Q3 		$286K Sell
7,093
-12,454
-64% -$592K ﹤0.01% 970
2020
Q2 		$983K Buy
19,547
+837
+4% +$41.3K 0.01% 670
2020
Q1 		$715K Buy
18,710
+542
+3% +$34.4K 0.01% 706
2019
Q4 		$1.48M Sell
18,168
-2,895
-14% -$225K 0.01% 662
2019
Q3 		$1.64M Buy
21,063
+2,107
+11% +$169K 0.01% 628
2019
Q2 		$1.61M Sell
18,956
-98
-0.5% -$8.44K 0.01% 678
2019
Q1 		$1.7M Sell
19,054
-175
-0.9% -$15.2K 0.01% 638
2018
Q4 		$1.48M Sell
19,229
-2,967
-13% -$272K 0.01% 625
2018
Q3 		$2.33M Sell
22,196
-1,013
-4% -$105K 0.02% 574
2018
Q2 		$2.44M Sell
23,209
-2,338
-9% -$239K 0.02% 545
2018
Q1 		$2.36M Sell
25,547
-1,705
-6% -$165K 0.02% 547
2017
Q4 		$2.7M Buy
27,252
+14,406
+112% +$1.35M 0.02% 523
2017
Q3 		$1.2M Sell
12,846
-970
-7% -$86.1K 0.01% 720
2017
Q2 		$1.22M Sell
13,816
-6,039
-30% -$557K 0.01% 710
2017
Q1 		$1.92M Sell
19,855
-1,290
-6% -$129K 0.02% 579
2016
Q4 		$2.21M Sell
21,145
-216
-1% -$21.6K 0.02% 541
2016
Q3 		$2.09M Buy
21,361
+1,136
+6% +$108K 0.02% 576
2016
Q2 		$1.92M Sell
20,225
-1,098
-5% -$101K 0.02% 560
2016
Q1 		$1.83M Sell
21,323
-59,278
-74% -$4.75M 0.02% 553
2015
Q4 		$6.7M Buy
80,601
+70,521
+700% +$6.43M 0.08% 278
2015
Q3 		$854K Sell
10,080
-5,047
-33% -$479K 0.01% 736
2015
Q2 		$1.62M Buy
15,127
+294
+2% +$33.1K 0.02% 620
2015
Q1 		$1.74M Sell
14,833
-2,663
-15% -$291K 0.02% 598
2014
Q4 		$1.95M Sell
17,496
-1,594
-8% -$190K 0.03% 478
2014
Q3 		$2.5M Sell
19,090
-2,000
-9% -$279K 0.04% 389
2014
Q2 		$3.04M Sell
21,090
-3,091
-13% -$420K 0.06% 321
2014
Q1 		$3.1M Sell
24,181
-1,359
-5% -$168K 0.07% 287
2013
Q4 		$3.23M Sell
25,540
-22,071
-46% -$2.74M 0.11% 183
2013
Q3 		$5.68M Buy
+47,611
New +$5.62M 0.18% 126

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 Capital Financial Advisors's VDE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard Energy ETF (VDE) stake by 0.34% in Q1 2026, buying an estimated $2.42K and bringing the position to 4,758 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #836.

United Capital Financial Advisors first reported a position in VDE in Q3 2013 and has held it in 51 quarters since. The position peaked at $6.7M in Q4 2015. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • United Capital Financial Advisors held 4,758 shares of Vanguard Energy ETF worth $823K as of Q1 2026.
  • United Capital Financial Advisors bought 16 Vanguard Energy ETF shares in Q1 2026, an estimated $2.42K.
  • Vanguard Energy ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #836 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Energy ETF in Q3 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Vanguard Energy ETF position peaked at $6.7M in Q4 2015.
  • 774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.