Avantax Planning Partners’s Vanguard Energy ETF VDE Stock Holding History

Avantax Planning 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	$694K	Sell	4,621 -892	-16%	-$144K	0.02%	240
2026 Q1	$954K	Buy	5,513 +960	+21%	+$145K	0.03%	199
2025 Q4	$573K	Sell	4,553 -3,371	-43%	-$423K	0.02%	253
2025 Q3	$997K	Buy	7,924 +5,429	+218%	+$668K	0.03%	191
2025 Q2	$297K	Sell	2,495 -270	-10%	-$31.4K	0.01%	354
2025 Q1	$359K	Buy	2,765 +1,096	+66%	+$138K	0.01%	308
2024 Q4	$202K	Buy	+1,669	New	+$213K	0.01%	415

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

Avantax Planning Partners's VDE Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Energy ETF (VDE) stake by 16% in Q2 2026, selling an estimated $144K and leaving 4,621 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #240.

Avantax Planning Partners first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $997K in Q3 2025. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Avantax Planning Partners held 4,621 shares of Vanguard Energy ETF worth $694K as of Q2 2026.
Avantax Planning Partners sold 892 Vanguard Energy ETF shares in Q2 2026, an estimated $144K.
Vanguard Energy ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #240 holding.
Avantax Planning Partners first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Avantax Planning Partners's Vanguard Energy ETF position peaked at $997K in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.