Axxcess Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Axxcess Wealth Management’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	$784K	Buy	5,222 +119	+2%	+$19.3K	0.01%	590
2026 Q1	$883K	Sell	5,103 -366	-7%	-$55.4K	0.03%	249
2025 Q4	$689K	Sell	5,469 -514	-9%	-$64.6K	0.01%	601
2025 Q3	$753K	Buy	5,983 +2,171	+57%	+$267K	0.02%	515
2025 Q2	$454K	Sell	3,812 -14	-0.4%	-$1.63K	0.01%	614
2025 Q1	$496K	Sell	3,826 -1,143	-23%	-$144K	0.01%	558
2024 Q4	$603K	Buy	4,969 +339	+7%	+$43.2K	0.01%	502
2024 Q3	$567K	Buy	4,630 +39	+0.8%	+$4.88K	0.01%	520
2024 Q2	$586K	Buy	+4,591	New	+$598K	0.02%	494

Other funds holding VDE

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 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 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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Axxcess Wealth Management's VDE Position: Q2 2026 in Review

Axxcess Wealth Management increased its Vanguard Energy ETF (VDE) stake by 2.3% in Q2 2026, buying an estimated $19.3K and bringing the position to 5,222 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #590.

Axxcess Wealth Management first reported a position in VDE in Q2 2024 and has held it in 9 quarters since. The position peaked at $883K in Q1 2026. 440 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Axxcess Wealth Management held 5,222 shares of Vanguard Energy ETF worth $784K as of Q2 2026.
Axxcess Wealth Management bought 119 Vanguard Energy ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Energy ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #590 holding.
Axxcess Wealth Management first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 9 quarters since.
Axxcess Wealth Management's Vanguard Energy ETF position peaked at $883K in Q1 2026.
440 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.