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Vista Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Vista Investment Management’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
Q2 		$820K Sell
5,462
-121
-2% -$19.6K 0.25% 102
2026
Q1 		$966K Sell
5,583
-59
-1% -$8.93K 0.32% 89
2025
Q4 		$710K Buy
5,642
+592
+12% +$74.4K 0.23% 104
2025
Q3 		$636K Sell
5,050
-28
-0.6% -$3.45K 0.22% 110
2025
Q2 		$605K Buy
5,078
+331
+7% +$38.5K 0.22% 109
2025
Q1 		$616K Sell
4,747
-186
-4% -$23.5K 0.24% 106
2024
Q4 		$598K Buy
4,933
+481
+11% +$61.2K 0.23% 110
2024
Q3 		$545K Buy
4,452
+416
+10% +$52K 0.21% 112
2024
Q2 		$515K Buy
4,036
+65
+2% +$8.46K 0.21% 113
2024
Q1 		$523K Hold
3,971
– – 0.21% 116
2023
Q4 		$466K Buy
3,971
+122
+3% +$14.6K 0.22% 111
2023
Q3 		$488K Sell
3,849
-16
-0.4% -$1.96K 0.26% 111
2023
Q2 		$436K Sell
3,865
-177
-4% -$19.9K 0.22% 115
2023
Q1 		$462K Buy
4,042
+4
+0.1% +$474 0.24% 114
2022
Q4 		$490K Sell
4,038
-83
-2% -$10.1K 0.28% 108
2022
Q3 		$419K Sell
4,121
-144
-3% -$15.3K 0.26% 111
2022
Q2 		$424K Sell
4,265
-148
-3% -$16.6K 0.26% 109
2022
Q1 		$472K Sell
4,413
-162
-4% -$15.6K 0.26% 107
2021
Q4 		$355K Sell
4,575
-414
-8% -$32.9K 0.19% 121
2021
Q3 		$369K Buy
4,989
+42
+0.8% +$2.93K 0.22% 112
2021
Q2 		$375K Buy
4,947
+13
+0.3% +$942 0.22% 113
2021
Q1 		$336K Hold
4,934
– – 0.21% 119
2020
Q4 		$256K Sell
4,934
-53
-1% -$2.48K 0.17% 130
2020
Q3 		$201K Buy
+4,987
New +$237K 0.15% 139
2018
Q4 		– Sell
-3,322
Closed -$349K – 141
2018
Q3 		$349K Hold
3,322
– – 0.31% 103
2018
Q2 		$349K Buy
3,322
+100
+3% +$10.2K 0.34% 100
2018
Q1 		$298K Buy
3,222
+15
+0.5% +$1.45K 0.31% 104
2017
Q4 		$317K Buy
+3,207
New +$302K 0.33% 100

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

Vista Investment Management's VDE Position: Q2 2026 in Review

Vista Investment Management reduced its Vanguard Energy ETF (VDE) stake by 2.2% in Q2 2026, selling an estimated $19.6K and leaving 5,462 shares worth $820K. The position accounts for 0.25% of the portfolio, ranked #102.

Vista Investment Management first reported a position in VDE in Q4 2017 and has held it in 28 quarters since. The position peaked at $966K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Vista Investment Management held 5,462 shares of Vanguard Energy ETF worth $820K as of Q2 2026.
  • Vista Investment Management sold 121 Vanguard Energy ETF shares in Q2 2026, an estimated $19.6K.
  • Vanguard Energy ETF made up 0.25% of Vista Investment Management's portfolio in Q2 2026, its #102 holding.
  • Vista Investment Management first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 28 quarters since.
  • Vista Investment Management's Vanguard Energy ETF position peaked at $966K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.