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	0.21%	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	0.18%	132

Other funds holding VDE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return