AWM
VDE icon

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

Accel 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 		$1.83M Sell
12,175
-1,854
-13% -$300K 0.41% 59
2026
Q1 		$2.43M Buy
14,029
+1,053
+8% +$159K 0.63% 35
2025
Q4 		$1.63M Sell
12,976
-2,660
-17% -$334K 0.45% 57
2025
Q3 		$1.97M Sell
15,636
-8,235
-34% -$1.01M 0.57% 46
2025
Q2 		$2.84M Sell
23,871
-24,230
-50% -$2.82M 0.95% 21
2025
Q1 		$6.24M Buy
48,101
+474
+1% +$59.9K 2.26% 7
2024
Q4 		$5.78M Buy
47,627
+4,032
+9% +$513K 2.19% 6
2024
Q3 		$5.34M Buy
43,595
+3,972
+10% +$497K 1.99% 8
2024
Q2 		$5.05M Buy
39,623
+1,480
+4% +$193K 2.02% 8
2024
Q1 		$5.02M Buy
38,143
+692
+2% +$83K 2.13% 8
2023
Q4 		$4.39M Buy
37,451
+1,986
+6% +$238K 2.21% 8
2023
Q3 		$4.49M Buy
35,465
+6,580
+23% +$806K 2.5% 6
2023
Q2 		$3.26M Buy
28,885
+48
+0.2% +$5.4K 1.8% 11
2023
Q1 		$3.29M Buy
28,837
+2,229
+8% +$264K 1.35% 8
2022
Q4 		$3.23M Buy
26,608
+15,838
+147% +$1.93M 1.54% 11
2022
Q3 		$1.2M Buy
10,770
+8,410
+356% +$895K 0.64% 47
2022
Q2 		$226K Buy
2,360
+9
+0.4% +$1.01K 0.13% 134
2022
Q1 		$255K Buy
2,351
+701
+42% +$67.5K 0.13% 130
2021
Q4 		$128K Buy
1,650
+1,109
+205% +$88.2K 0.06% 226
2021
Q3 		$40K Sell
541
-2,217
-80% -$155K 0.03% 366
2021
Q2 		$209K Buy
2,758
+17
+0.6% +$1.23K 0.14% 140
2021
Q1 		$186K Sell
2,741
-135
-5% -$8.63K 0.15% 141
2020
Q4 		$149K Buy
+2,876
New +$134K 0.14% 153

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

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

Accel Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 13% in Q2 2026, selling an estimated $300K and leaving 12,175 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #59.

Accel Wealth Management first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.24M in Q1 2025. 324 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Accel Wealth Management held 12,175 shares of Vanguard Energy ETF worth $1.83M as of Q2 2026.
  • Accel Wealth Management sold 1,854 Vanguard Energy ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Energy ETF made up 0.41% of Accel Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Accel Wealth Management first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard Energy ETF position peaked at $6.24M in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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