Avantax Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Avantax Advisory Services’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	$6.13M	Sell	51,463 -1,363	-3%	-$159K	0.03%	387
2025 Q1	$6.85M	Sell	52,826 -1,191	-2%	-$150K	0.04%	329
2024 Q4	$6.55M	Sell	54,017 -968	-2%	-$123K	0.04%	324
2024 Q3	$6.73M	Sell	54,985 -6,178	-10%	-$773K	0.04%	322
2024 Q2	$7.8M	Sell	61,163 -1,871	-3%	-$244K	0.06%	261
2024 Q1	$8.3M	Buy	63,034 +7,220	+13%	+$866K	0.07%	210
2023 Q4	$6.55M	Sell	55,814 -12,086	-18%	-$1.45M	0.07%	230
2023 Q3	$8.61M	Buy	67,900 +16,961	+33%	+$2.08M	0.1%	166
2023 Q2	$5.75M	Sell	50,939 -1,806	-3%	-$203K	0.07%	219
2023 Q1	$6.03M	Sell	52,745 -11,603	-18%	-$1.38M	0.07%	209
2022 Q4	$7.8M	Buy	64,348 +1,320	+2%	+$161K	0.1%	160
2022 Q3	$6.4M	Sell	63,028 -16,508	-21%	-$1.76M	0.1%	163
2022 Q2	$7.91M	Buy	79,536 +4,491	+6%	+$502K	0.12%	142
2022 Q1	$8.03M	Sell	75,045 -987	-1%	-$95K	0.11%	135
2021 Q4	$5.9M	Buy	76,032 +5,493	+8%	+$437K	0.09%	169
2021 Q3	$5.21M	Buy	70,539 +504	+0.7%	+$35.1K	0.09%	172
2021 Q2	$5.31M	Buy	70,035 +7,984	+13%	+$579K	0.1%	164
2021 Q1	$4.22M	Buy	62,051 +20,658	+50%	+$1.32M	0.09%	173
2020 Q4	$2.15M	Sell	41,393 -13,096	-24%	-$612K	0.05%	259
2020 Q3	$2.18M	Buy	54,489 +39,960	+275%	+$1.9M	0.03%	350
2020 Q2	$734K	Buy	14,529 +448	+3%	+$22.1K	0.02%	397
2020 Q1	$542K	Buy	14,081 +5,752	+69%	+$365K	0.02%	420
2019 Q4	$679K	Buy	8,329 +97	+1%	+$7.55K	0.02%	408
2019 Q3	$640K	Buy	8,232 +703	+9%	+$56.3K	0.03%	282
2019 Q2	$640K	Buy	7,529 +1,336	+22%	+$115K	0.03%	258
2019 Q1	$554K	Buy	6,193 +489	+9%	+$42.4K	0.03%	262
2018 Q4	$435K	Buy	+5,704	New	+$522K	0.07%	241

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's VDE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Energy ETF (VDE) stake by 2.6% in Q2 2025, selling an estimated $159K and leaving 51,463 shares worth $6.13M. The position accounts for 0.03% of the portfolio, ranked #387.

Avantax Advisory Services first reported a position in VDE in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.61M in Q3 2023. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Avantax Advisory Services held 51,463 shares of Vanguard Energy ETF worth $6.13M as of Q2 2025.
Avantax Advisory Services sold 1,363 Vanguard Energy ETF shares in Q2 2025, an estimated $159K.
Vanguard Energy ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #387 holding.
Avantax Advisory Services first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Vanguard Energy ETF position peaked at $8.61M in Q3 2023.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.