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Atomi Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Atomi Financial Group’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
2025
Q2 		– Sell
-1,588
Closed -$206K – 1173
2025
Q1 		$206K Buy
+1,588
New +$201K 0.01% 966

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's VDE Position: Q2 2025 in Review

Atomi Financial Group sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 1,588 shares — an estimated $206K sold.

Atomi Financial Group first reported a position in VDE in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 647 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

  • Atomi Financial Group reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 1,588 Vanguard Energy ETF shares in Q2 2025, an estimated $206K.
  • Atomi Financial Group first reported a position in Vanguard Energy ETF in Q1 2025 and held it in 1 quarter.
  • Atomi Financial Group's Vanguard Energy ETF position peaked at $206K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.