Arax Advisory Partners’s Vanguard Energy ETF VDE Stock Holding History

Arax Advisory Partners’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	$9.23M	Buy	61,464 +58,163	+1,762%	+$9.42M	0.06%	322
2026 Q1	$571K	Buy	3,301 +2,696	+446%	+$408K	0.02%	604
2025 Q4	$76.2K	Buy	+605	New	+$76K	﹤0.01%	1435
2025 Q3	–	Sell	-9,889	Closed	-$1.18M	–	4285
2025 Q2	$1.18M	Buy	9,889 +1,500	+18%	+$175K	0.05%	227
2025 Q1	$1.09M	Buy	8,389 +497	+6%	+$62.8K	0.07%	172
2024 Q4	$957K	Buy	+7,892	New	+$1M	0.06%	180
2024 Q2	–	Sell	-6	Closed	-$791	–	2579
2024 Q1	$791	Hold	6	–	–	﹤0.01%	1191
2023 Q4	$704	Hold	6	–	–	﹤0.01%	1183
2023 Q3	$761	Hold	6	–	–	﹤0.01%	1184
2023 Q2	$678	Hold	6	–	–	﹤0.01%	1169
2023 Q1	$686	Hold	6	–	–	﹤0.01%	1151
2022 Q4	$728	Buy	+6	New	+$730	﹤0.01%	1128
2022 Q2	–	Sell	-6	Closed	-$1K	–	1247
2022 Q1	$1K	Buy	+6	New	+$578	﹤0.01%	1109
2020 Q4	$3K	Buy	61 +21	+53%	+$982	﹤0.01%	656
2020 Q3	$2K	Sell	40 -631	-94%	-$30K	﹤0.01%	652
2020 Q2	$34K	Buy	671 +632	+1,621%	+$31.2K	0.01%	418
2020 Q1	$1K	Buy	+39	New	+$2.48K	﹤0.01%	664

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

Arax Advisory Partners's VDE Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Energy ETF (VDE) stake by 1,762% in Q2 2026, buying an estimated $9.42M and bringing the position to 61,464 shares worth $9.23M. The position accounts for 0.06% of the portfolio, ranked #322.

Arax Advisory Partners first reported a position in VDE in Q1 2020 and has held it in 17 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Arax Advisory Partners held 61,464 shares of Vanguard Energy ETF worth $9.23M as of Q2 2026.
Arax Advisory Partners bought 58,163 Vanguard Energy ETF shares in Q2 2026, an estimated $9.42M.
Vanguard Energy ETF made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #322 holding.
Arax Advisory Partners first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 17 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.