Wilson & Boucher Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Wilson & Boucher Capital 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 Q1	$268K	Sell	1,550 -100	-6%	-$15.1K	0.18%	97
2025 Q4	$208K	Hold	1,650	–	–	0.14%	110
2025 Q3	$208K	Buy	+1,650	New	+$203K	0.14%	110
2025 Q2	–	Sell	-1,650	Closed	-$214K	–	112
2025 Q1	$214K	Hold	1,650	–	–	0.16%	104
2024 Q4	$200K	Hold	1,650	–	–	0.14%	109
2024 Q3	$202K	Hold	1,650	–	–	0.14%	111
2024 Q2	$210K	Hold	1,650	–	–	0.16%	107
2024 Q1	$217K	Buy	+1,650	New	+$198K	0.17%	106
2023 Q4	–	Sell	-1,650	Closed	-$209K	–	106
2023 Q3	$209K	Buy	+1,650	New	+$202K	0.2%	101
2023 Q1	–	Sell	-1,650	Closed	-$200K	–	104
2022 Q4	$200K	Buy	+1,650	New	+$201K	0.21%	98

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 $424B AUM 22.94% 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

Wilson & Boucher Capital Management's VDE Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Energy ETF (VDE) stake by 6.1% in Q1 2026, selling an estimated $15.1K and leaving 1,550 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #97.

Wilson & Boucher Capital Management first reported a position in VDE in Q4 2022 and has held it in 10 quarters since. 775 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Wilson & Boucher Capital Management held 1,550 shares of Vanguard Energy ETF worth $268K as of Q1 2026.
Wilson & Boucher Capital Management sold 100 Vanguard Energy ETF shares in Q1 2026, an estimated $15.1K.
Vanguard Energy ETF made up 0.18% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #97 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 10 quarters since.
775 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.