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

Activest 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	–	Sell	-7	Closed	-$1.21K	–	1497
2026 Q1	$1.21K	Hold	7	–	–	﹤0.01%	1009
2025 Q4	$881	Hold	7	–	–	﹤0.01%	957
2025 Q3	$881	Hold	7	–	–	﹤0.01%	888
2025 Q2	$834	Hold	7	–	–	﹤0.01%	790
2025 Q1	$908	Hold	7	–	–	﹤0.01%	779
2024 Q4	$849	Hold	7	–	–	﹤0.01%	476
2024 Q3	$857	Hold	7	–	–	﹤0.01%	467
2024 Q2	$893	Hold	7	–	–	﹤0.01%	440
2024 Q1	$922	Buy	+7	New	+$839	﹤0.01%	334

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

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

Activest Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 7 shares — an estimated $1.21K sold.

Activest Wealth Management first reported a position in VDE in Q1 2024 and held it in 9 quarters. The position peaked at $1.21K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Activest Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 7 Vanguard Energy ETF shares in Q2 2026, an estimated $1.21K.
Activest Wealth Management first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 9 quarters.
Activest Wealth Management's Vanguard Energy ETF position peaked at $1.21K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.