Advisor Resource Council’s Vanguard Energy ETF VDE Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-19,476	Closed	-$2.53M	–	571
2025 Q1	$2.53M	Buy	+19,476	New	+$2.46M	0.2%	127
2024 Q1	–	Sell	-16,483	Closed	-$1.93M	–	517
2023 Q4	$1.93M	Buy	+16,483	New	+$1.98M	0.23%	108
2023 Q2	–	Sell	-3,872	Closed	-$461K	–	267
2023 Q1	$461K	Buy	+3,872	New	+$459K	0.12%	174
2022 Q3	–	Sell	-22,121	Closed	-$2.2M	–	486
2022 Q2	$2.2M	Buy	+22,121	New	+$2.47M	0.2%	106
2022 Q1	–	Sell	-22,198	Closed	-$1.72M	–	536
2021 Q4	$1.72M	Buy	+22,198	New	+$1.77M	0.13%	167
2021 Q3	–	Sell	-22,076	Closed	-$1.68M	–	483
2021 Q2	$1.68M	Buy	+22,076	New	+$1.6M	0.17%	132

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

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

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

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

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

BCMIO

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

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

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

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

Advisor Resource Council's VDE Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 19,476 shares — an estimated $2.53M sold.

Advisor Resource Council first reported a position in VDE in Q2 2021 and held it in 6 quarters. The position peaked at $2.53M in Q1 2025. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 19,476 Vanguard Energy ETF shares in Q2 2025, an estimated $2.53M.
Advisor Resource Council first reported a position in Vanguard Energy ETF in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's Vanguard Energy ETF position peaked at $2.53M in Q1 2025.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.