AWM
VDE icon

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

Apollon 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 		$536K Buy
3,569
+1,899
+114% +$308K 0.01% 980
2026
Q1 		$289K Sell
1,670
-141
-8% -$21.3K ﹤0.01% 1138
2025
Q4 		$228K Sell
1,811
-353
-16% -$44.3K ﹤0.01% 1181
2025
Q3 		$272K Sell
2,164
-653
-23% -$80.4K ﹤0.01% 1087
2025
Q2 		$336K Sell
2,817
-490
-15% -$57K 0.01% 971
2025
Q1 		$429K Sell
3,307
-23,043
-87% -$2.91M 0.01% 808
2024
Q4 		$3.2M Buy
26,350
+3,569
+16% +$454K 0.07% 249
2024
Q3 		$2.79M Buy
22,781
+1,354
+6% +$169K 0.08% 235
2024
Q2 		$2.73M Buy
21,427
+19,115
+827% +$2.49M 0.08% 219
2024
Q1 		$305K Sell
2,312
-629
-21% -$75.4K 0.01% 856
2023
Q4 		$345K Sell
2,941
-1,308
-31% -$157K 0.01% 782
2023
Q3 		$539K Buy
4,249
+1,250
+42% +$153K 0.03% 534
2023
Q2 		$339K Buy
+2,999
New +$338K 0.02% 713
2023
Q1 		– Sell
-1,699
Closed -$206K – 917
2022
Q4 		$206K Buy
+1,699
New +$207K 0.01% 777
2022
Q2 		– Sell
-3,111
Closed -$333K – 811
2022
Q1 		$333K Buy
3,111
+151
+5% +$14.5K 0.02% 564
2021
Q4 		$228K Buy
+2,960
New +$235K 0.02% 666

Other funds holding VDE

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
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

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

Apollon Wealth Management increased its Vanguard Energy ETF (VDE) stake by 114% in Q2 2026, buying an estimated $308K and bringing the position to 3,569 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #980.

Apollon Wealth Management first reported a position in VDE in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.2M in Q4 2024. 237 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Apollon Wealth Management held 3,569 shares of Vanguard Energy ETF worth $536K as of Q2 2026.
  • Apollon Wealth Management bought 1,899 Vanguard Energy ETF shares in Q2 2026, an estimated $308K.
  • Vanguard Energy ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #980 holding.
  • Apollon Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 16 quarters since.
  • Apollon Wealth Management's Vanguard Energy ETF position peaked at $3.2M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.