Wealthspire Advisors (New York)’s Vanguard Energy ETF VDE Stock Holding History

Wealthspire Advisors (New York)’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	$1.04M	Buy	6,024 +700	+13%	+$106K	0.01%	403
2025 Q4	$670K	Buy	5,324 +921	+21%	+$116K	0.01%	527
2025 Q3	$554K	Sell	4,403 -198	-4%	-$24.4K	﹤0.01%	508
2025 Q2	$548K	Hold	4,601	–	–	﹤0.01%	518
2025 Q1	$597K	Sell	4,601 -56	-1%	-$7.07K	﹤0.01%	475
2024 Q4	$565K	Buy	4,657 +2	+0%	+$255	0.01%	487
2024 Q3	$570K	Buy	4,655 +1	+0%	+$125	0.01%	464
2024 Q2	$594K	Buy	4,654 +729	+19%	+$94.9K	0.01%	396
2024 Q1	$517K	Sell	3,925 -1,395	-26%	-$167K	0.01%	423
2023 Q4	$624K	Buy	5,320 +1,235	+30%	+$148K	0.01%	385
2023 Q3	$518K	Buy	4,085 +6	+0.1%	+$735	0.01%	386
2023 Q2	$461K	Sell	4,079 -84	-2%	-$9.46K	0.01%	378
2023 Q1	$476K	Buy	4,163 +5	+0.1%	+$593	0.01%	364
2022 Q4	$504K	Sell	4,158 -263	-6%	-$32K	0.01%	363
2022 Q3	$449K	Buy	4,421 +400	+10%	+$42.5K	0.01%	352
2022 Q2	$400K	Buy	+4,021	New	+$450K	0.01%	351

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 $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 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

Wealthspire Advisors (New York)'s VDE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Energy ETF (VDE) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 6,024 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #403.

Wealthspire Advisors (New York) first reported a position in VDE in Q2 2022 and has held it in 16 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Wealthspire Advisors (New York) held 6,024 shares of Vanguard Energy ETF worth $1.04M as of Q1 2026.
Wealthspire Advisors (New York) bought 700 Vanguard Energy ETF shares in Q1 2026, an estimated $106K.
Vanguard Energy ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #403 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Energy ETF in Q2 2022 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.