West Branch Capital’s Vanguard Energy ETF VDE Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-7	Closed	-$882	–	467
2025 Q3	$882	Sell	7 -6	-46%	-$739	﹤0.01%	384
2025 Q2	$1.55K	Sell	13 -153	-92%	-$17.8K	﹤0.01%	381
2025 Q1	$21.6K	Sell	166 -34	-17%	-$4.29K	0.01%	215
2024 Q4	$24.3K	Sell	200 -16	-7%	-$2.04K	0.01%	207
2024 Q3	$26.5K	Hold	216	–	–	0.01%	201
2024 Q2	$27.6K	Hold	216	–	–	0.01%	201
2024 Q1	$28.5K	Hold	216	–	–	0.01%	202
2023 Q4	$25.4K	Hold	216	–	–	0.01%	206
2023 Q3	$27.4K	Hold	216	–	–	0.01%	199
2023 Q2	$24.4K	Hold	216	–	–	0.01%	215
2023 Q1	$24.7K	Hold	216	–	–	0.01%	214
2022 Q4	$26.2K	Hold	216	–	–	0.02%	203
2022 Q3	$22K	Hold	216	–	–	0.01%	221
2022 Q2	$22K	Hold	216	–	–	0.01%	219
2022 Q1	$23K	Buy	216 +40	+23%	+$3.85K	0.01%	237
2021 Q4	$14K	Buy	+176	New	+$14K	0.01%	297

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Branch Capital's VDE Position: Q4 2025 in Review

West Branch Capital sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 7 shares — an estimated $882 sold.

West Branch Capital first reported a position in VDE in Q4 2021 and held it in 16 quarters. The position peaked at $28.5K in Q1 2024. 664 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

West Branch Capital reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 7 Vanguard Energy ETF shares in Q4 2025, an estimated $882.
West Branch Capital first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 16 quarters.
West Branch Capital's Vanguard Energy ETF position peaked at $28.5K in Q1 2024.
664 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.