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BOLTON SECURITIES CORPORATION’s Vanguard Energy ETF VDE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$567K Buy
+3,276
New +$496K 0.03% 503
2025
Q3 		$245K Buy
+1,948
New +$240K 0.01% 691
2025
Q1 		$253K Buy
+1,948
New +$246K 0.01% 635

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 $765B AUM 28.39% 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 $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VDE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 3,276 shares worth $567K. The stake represents 0.03% of the portfolio and ranks #503 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VDE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VDE in Q1 2025 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 3,276 shares of Vanguard Energy ETF worth $567K as of Q1 2026.
  • Vanguard Energy ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Energy ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #503 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 3 quarters since.
  • 789 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.