Annex Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Annex Advisory Services’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	$205K	Buy	1,364 +54	+4%	+$8.75K	﹤0.01%	350
2026 Q1	$227K	Buy	+1,310	New	+$198K	﹤0.01%	345

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

Annex Advisory Services's VDE Position: Q2 2026 in Review

Annex Advisory Services increased its Vanguard Energy ETF (VDE) stake by 4.1% in Q2 2026, buying an estimated $8.75K and bringing the position to 1,364 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Annex Advisory Services first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $227K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Annex Advisory Services held 1,364 shares of Vanguard Energy ETF worth $205K as of Q2 2026.
Annex Advisory Services bought 54 Vanguard Energy ETF shares in Q2 2026, an estimated $8.75K.
Vanguard Energy ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #350 holding.
Annex Advisory Services first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
Annex Advisory Services's Vanguard Energy ETF position peaked at $227K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.