Atria Wealth Solutions’s Vanguard Energy ETF VDE Stock Holding History

Atria Wealth Solutions’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	$4.05M	Sell	33,599 -21,177	-39%	-$2.46M	0.09%	252
2025 Q1	$7.1M	Sell	54,776 -12,371	-18%	-$1.56M	0.09%	247
2024 Q4	$8.15M	Sell	67,147 -516	-0.8%	-$65.7K	0.09%	232
2024 Q3	$8.34M	Sell	67,663 -37,361	-36%	-$4.67M	0.09%	232
2024 Q2	$13.5M	Sell	105,024 -3,158	-3%	-$411K	0.15%	144
2024 Q1	$14.2M	Buy	108,182 +1,515	+1%	+$182K	0.16%	142
2023 Q4	$12.5M	Sell	106,667 -926	-0.9%	-$111K	0.16%	145
2023 Q3	$13.7M	Buy	107,593 +75,124	+231%	+$9.2M	0.19%	116
2023 Q2	$3.68M	Sell	32,469 -10,285	-24%	-$1.16M	0.05%	371
2023 Q1	$4.88M	Sell	42,754 -20,469	-32%	-$2.43M	0.07%	274
2022 Q4	$7.67M	Buy	63,223 +30,590	+94%	+$3.72M	0.12%	179
2022 Q3	$3.34M	Sell	32,633 -32,229	-50%	-$3.43M	0.06%	324
2022 Q2	$6.45M	Sell	64,862 -50,046	-44%	-$5.6M	0.12%	183
2022 Q1	$12.3M	Buy	+114,908	New	+$11.1M	0.2%	109

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's VDE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Energy ETF (VDE) stake by 39% in Q2 2025, selling an estimated $2.46M and leaving 33,599 shares worth $4.05M. The position accounts for 0.09% of the portfolio, ranked #252.

Atria Wealth Solutions first reported a position in VDE in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q1 2024. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Atria Wealth Solutions held 33,599 shares of Vanguard Energy ETF worth $4.05M as of Q2 2025.
Atria Wealth Solutions sold 21,177 Vanguard Energy ETF shares in Q2 2025, an estimated $2.46M.
Vanguard Energy ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #252 holding.
Atria Wealth Solutions first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Energy ETF position peaked at $14.2M in Q1 2024.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.