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

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 22.9% 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. 766 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.
766 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.