AWE
VDE icon

Avidian Wealth Enterprises’s Vanguard Energy ETF VDE Stock Holding History

Avidian Wealth Enterprises’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 		$209K Buy
1,394
+1
+0.1% +$162 0.01% 693
2026
Q1 		$241K Buy
+1,393
New +$211K 0.01% 598
2024
Q4 		– Sell
-1,651
Closed -$202K – 542
2024
Q3 		$202K Buy
+1,651
New +$207K 0.01% 479
2024
Q2 		– Sell
-1,548
Closed -$204K – 520
2024
Q1 		$204K Buy
+1,548
New +$186K 0.01% 421
2023
Q4 		– Sell
-1,649
Closed -$209K – 432
2023
Q3 		$209K Sell
1,649
-8,176
-83% -$1M 0.01% 378
2023
Q2 		$1.11M Sell
9,825
-54,591
-85% -$6.15M 0.07% 165
2023
Q1 		$7.36M Sell
64,416
-947
-1% -$112K 0.4% 58
2022
Q4 		$7.93M Buy
65,363
+2,054
+3% +$250K 0.52% 41
2022
Q3 		$6.43M Sell
63,309
-19,431
-23% -$2.07M 0.46% 46
2022
Q2 		$8.23M Buy
82,740
+4,321
+6% +$483K 0.58% 37
2022
Q1 		$8.39M Buy
78,419
+4,063
+5% +$391K 0.51% 39
2021
Q4 		$5.77M Buy
74,356
+1,796
+2% +$143K 0.36% 54
2021
Q3 		$5.36M Buy
72,560
+66,522
+1,102% +$4.64M 0.41% 44
2021
Q2 		$458K Buy
6,038
+110
+2% +$7.97K 0.04% 237
2021
Q1 		$403K Hold
5,928
– – 0.03% 241
2020
Q4 		$307K Buy
+5,928
New +$277K 0.03% 255

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Avidian Wealth Enterprises's VDE Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Energy ETF (VDE) stake by 0.07% in Q2 2026, buying an estimated $162 and bringing the position to 1,394 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #693.

Avidian Wealth Enterprises first reported a position in VDE in Q4 2020 and has held it in 16 quarters since. The position peaked at $8.39M in Q1 2022. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Avidian Wealth Enterprises held 1,394 shares of Vanguard Energy ETF worth $209K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
  • Vanguard Energy ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #693 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Vanguard Energy ETF position peaked at $8.39M in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.