AIFAIM
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American Institute for Advanced Investment Management’s Vanguard Energy ETF VDE Stock Holding History

American Institute for Advanced Investment 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 		$609K Hold
4,055
– – 0.35% 86
2026
Q1 		$702K Sell
4,055
-659
-14% -$99.7K 0.45% 67
2025
Q4 		$595K Sell
4,714
-1,064
-18% -$134K 0.38% 70
2025
Q3 		$727K Sell
5,778
-3,173
-35% -$391K 0.48% 60
2025
Q2 		$1.07M Sell
8,951
-1,939
-18% -$226K 0.75% 36
2025
Q1 		$1.41M Sell
10,890
-379
-3% -$47.9K 1.08% 24
2024
Q4 		$1.37M Sell
11,269
-232
-2% -$29.5K 1.02% 29
2024
Q3 		$1.41M Sell
11,501
-54
-0.5% -$6.75K 1.01% 27
2024
Q2 		$1.47M Buy
11,555
+1,175
+11% +$153K 1.13% 19
2024
Q1 		$1.37M Buy
10,380
+1,121
+12% +$134K 1.08% 22
2023
Q4 		$1.09M Buy
9,259
+94
+1% +$11.3K 0.96% 29
2023
Q3 		$1.19M Sell
9,165
-532
-5% -$65.1K 1.1% 23
2023
Q2 		$1.09M Sell
9,697
-509
-5% -$57.3K 0.96% 29
2023
Q1 		$1.11M Sell
10,206
-964
-9% -$114K 1.19% 23
2022
Q4 		$1.35M Buy
11,170
+439
+4% +$53.4K 1.24% 23
2022
Q3 		$1.09M Buy
10,731
+1,305
+14% +$139K 1.02% 33
2022
Q2 		$938K Buy
9,426
+595
+7% +$66.6K 0.82% 38
2022
Q1 		$945K Buy
8,831
+5,515
+166% +$531K 0.69% 47
2021
Q4 		$257K Buy
+3,316
New +$264K 0.17% 108

Other funds holding VDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Institute for Advanced Investment Management's VDE Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 4,055 shares worth $609K. The position accounts for 0.35% of the portfolio, ranked #86.

American Institute for Advanced Investment Management first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q2 2024. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • American Institute for Advanced Investment Management held 4,055 shares of Vanguard Energy ETF worth $609K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.35% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #86 holding.
  • American Institute for Advanced Investment Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • American Institute for Advanced Investment Management's Vanguard Energy ETF position peaked at $1.47M in Q2 2024.
  • 547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.