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Waverly Advisors’s Vanguard Energy ETF VDE Stock Holding History

Waverly 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 		$1.65M Sell
9,548
-319
-3% -$48.3K 0.01% 684
2025
Q4 		$1.24M Buy
9,867
+1,996
+25% +$251K 0.01% 705
2025
Q3 		$991K Sell
7,871
-1,516
-16% -$187K 0.01% 645
2025
Q2 		$1.12M Sell
9,387
-782
-8% -$91K 0.01% 593
2025
Q1 		$1.32M Buy
10,169
+79
+0.8% +$9.98K 0.02% 556
2024
Q4 		$1.22M Buy
10,090
+392
+4% +$49.9K 0.02% 483
2024
Q3 		$1.19M Sell
9,698
-7
-0.1% -$876 0.02% 418
2024
Q2 		$1.24M Buy
9,705
+7,060
+267% +$919K 0.02% 401
2024
Q1 		$348K Buy
+2,645
New +$317K 0.01% 538
2015
Q4 		– Sell
-362
Closed -$31K – 383
2015
Q3 		$31K Sell
362
-58
-14% -$5.5K 0.02% 196
2015
Q2 		$45K Sell
420
-350
-45% -$39.4K 0.03% 154
2015
Q1 		$84K Buy
770
+670
+670% +$73.2K 0.04% 81
2014
Q4 		$11K Hold
100
– – 0.01% 301
2014
Q3 		$13K Buy
+100
New +$13.9K 0.01% 420
2014
Q1 		– Sell
-430
Closed -$54K – 830
2013
Q4 		$54K Hold
430
– – 0.02% 321
2013
Q3 		$51K Buy
+430
New +$50.8K 0.03% 244

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

Waverly Advisors's VDE Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Energy ETF (VDE) stake by 3.2% in Q1 2026, selling an estimated $48.3K and leaving 9,548 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #684.

Waverly Advisors first reported a position in VDE in Q3 2013 and has held it in 16 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Waverly Advisors held 9,548 shares of Vanguard Energy ETF worth $1.65M as of Q1 2026.
  • Waverly Advisors sold 319 Vanguard Energy ETF shares in Q1 2026, an estimated $48.3K.
  • Vanguard Energy ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #684 holding.
  • Waverly Advisors first reported a position in Vanguard Energy ETF in Q3 2013 and has held it in 16 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

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