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Arkadios Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Arkadios Wealth Advisors’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 		$3.43M Sell
22,821
-1,336
-6% -$216K 0.05% 360
2026
Q1 		$4.18M Buy
24,157
+557
+2% +$84.3K 0.07% 297
2025
Q4 		$2.97M Buy
23,600
+4,166
+21% +$523K 0.06% 336
2025
Q3 		$2.45M Buy
19,434
+6,150
+46% +$757K 0.06% 343
2025
Q2 		$1.58M Buy
13,284
+6,995
+111% +$814K 0.05% 410
2025
Q1 		$816K Buy
6,289
+3,644
+138% +$460K 0.03% 524
2024
Q4 		$321K Buy
2,645
+253
+11% +$32.2K 0.02% 699
2024
Q3 		$293K Buy
2,392
+58
+2% +$7.25K 0.02% 712
2024
Q2 		$298K Sell
2,334
-25
-1% -$3.25K 0.02% 636
2024
Q1 		$311K Sell
2,359
-220
-9% -$26.4K 0.02% 523
2023
Q4 		$302K Sell
2,579
-19
-0.7% -$2.28K 0.03% 527
2023
Q3 		$329K Buy
2,598
+52
+2% +$6.37K 0.03% 458
2023
Q2 		$287K Sell
2,546
-72
-3% -$8.11K 0.03% 459
2023
Q1 		$299K Buy
2,618
+67
+3% +$7.94K 0.04% 436
2022
Q4 		$309K Buy
2,551
+11
+0.4% +$1.34K 0.04% 393
2022
Q3 		$258K Buy
2,540
+106
+4% +$11.3K 0.04% 422
2022
Q2 		$242K Sell
2,434
-300
-11% -$33.6K 0.04% 456
2022
Q1 		$293K Sell
2,734
-1,416
-34% -$136K 0.04% 434
2021
Q4 		$322K Hold
4,150
– – 0.04% 431
2021
Q3 		$306K Buy
4,150
+125
+3% +$8.72K 0.04% 401
2021
Q2 		$305K Buy
+4,025
New +$292K 0.04% 445

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arkadios Wealth Advisors's VDE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 5.5% in Q2 2026, selling an estimated $216K and leaving 22,821 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #360.

Arkadios Wealth Advisors first reported a position in VDE in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.18M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Arkadios Wealth Advisors held 22,821 shares of Vanguard Energy ETF worth $3.43M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,336 Vanguard Energy ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Energy ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #360 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's Vanguard Energy ETF position peaked at $4.18M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.