55 North Private Wealth’s Vanguard Energy ETF VDE Stock Holding History

55 North Private Wealth’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 Q2	$1.2M	Hold	8,000	–	–	0.24%	50
2026 Q1	$1.38M	Hold	8,000	–	–	0.35%	42
2025 Q4	$1.01M	Buy	+8,000	New	+$1M	0.27%	46

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

55 North Private Wealth's VDE Position: Q2 2026 in Review

55 North Private Wealth held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 8,000 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #50.

55 North Private Wealth first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

55 North Private Wealth held 8,000 shares of Vanguard Energy ETF worth $1.2M as of Q2 2026.
55 North Private Wealth left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.24% of 55 North Private Wealth's portfolio in Q2 2026, its #50 holding.
55 North Private Wealth first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Vanguard Energy ETF position peaked at $1.38M in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.