Abound Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Abound Wealth 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 Q2	$21.5K	Sell	143 -98	-41%	-$15.9K	﹤0.01%	358
2026 Q1	$41.6K	Buy	241 +98	+69%	+$14.8K	0.01%	277
2025 Q4	$18K	Hold	143	–	–	﹤0.01%	386
2025 Q3	$18K	Sell	143 -356	-71%	-$43.8K	﹤0.01%	382
2025 Q2	$59.4K	Sell	499 -2	-0.4%	-$233	0.02%	180
2025 Q1	$65K	Buy	501 +109	+28%	+$13.8K	0.02%	152
2024 Q4	$47.5K	Buy	392 +6	+2%	+$764	0.02%	181
2024 Q3	$47.3K	Sell	386 -56	-13%	-$7K	0.02%	186
2024 Q2	$56.4K	Buy	442 +25	+6%	+$3.25K	0.02%	136
2024 Q1	$54.9K	Buy	417 +3	+0.7%	+$360	0.02%	142
2023 Q4	$48.6K	Buy	414 +373	+910%	+$44.7K	0.02%	150
2023 Q3	$5.2K	Hold	41	–	–	﹤0.01%	455
2023 Q2	$4.63K	Sell	41 -13	-24%	-$1.46K	﹤0.01%	503
2023 Q1	$6.18K	Buy	54 +13	+32%	+$1.54K	﹤0.01%	357
2022 Q4	$4.97K	Hold	41	–	–	﹤0.01%	356
2022 Q3	$4.17K	Hold	41	–	–	﹤0.01%	385
2022 Q2	$4.08K	Buy	+41	New	+$4.59K	﹤0.01%	101

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

Abound Wealth Management's VDE Position: Q2 2026 in Review

Abound Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 41% in Q2 2026, selling an estimated $15.9K and leaving 143 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Abound Wealth Management first reported a position in VDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $65K in Q1 2025. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Abound Wealth Management held 143 shares of Vanguard Energy ETF worth $21.5K as of Q2 2026.
Abound Wealth Management sold 98 Vanguard Energy ETF shares in Q2 2026, an estimated $15.9K.
Vanguard Energy ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #358 holding.
Abound Wealth Management first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 17 quarters since.
Abound Wealth Management's Vanguard Energy ETF position peaked at $65K in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.