Bellwether Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bellwether Advisors’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	$6.9M	Buy	+45,967	New	+$7.45M	1.02%	25
2025 Q3	–	Sell	-16	Closed	-$1.91K	–	547
2025 Q2	$1.91K	Buy	+16	New	+$1.86K	﹤0.01%	497
2022 Q4	–	Sell	-11,219	Closed	-$1.14M	–	569
2022 Q3	$1.14M	Sell	11,219 -1,438	-11%	-$153K	0.38%	53
2022 Q2	$1.26M	Buy	12,657 +42	+0.3%	+$4.7K	0.4%	53
2022 Q1	$1.35M	Buy	+12,615	New	+$1.21M	0.4%	50

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

Bellwether Advisors's VDE Position: Q2 2026 in Review

Bellwether Advisors opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 45,967 shares worth $6.9M. The stake represents 1.02% of the portfolio and ranks #25 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in VDE as recently as Q2 2025.

Bellwether Advisors first reported a position in VDE in Q1 2022 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Bellwether Advisors held 45,967 shares of Vanguard Energy ETF worth $6.9M as of Q2 2026.
Vanguard Energy ETF was a new Bellwether Advisors position in Q2 2026.
Vanguard Energy ETF made up 1.02% of Bellwether Advisors's portfolio in Q2 2026, its #25 holding.
Bellwether Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.