BOS Asset Management’s Vanguard Energy ETF VDE Stock Holding History

BOS Asset 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	$472K	Buy	3,143 +3	+0.1%	+$486	0.11%	129
2026 Q1	$543K	Buy	3,140 +10	+0.3%	+$1.51K	0.14%	116
2025 Q4	$394K	Sell	3,130 -9	-0.3%	-$1.13K	0.11%	137
2025 Q3	$395K	Hold	3,139	–	–	0.11%	130
2025 Q2	$374K	Sell	3,139 -47	-1%	-$5.47K	0.12%	121
2025 Q1	$413K	Sell	3,186 -177	-5%	-$22.4K	0.14%	107
2024 Q4	$408K	Sell	3,363 -220	-6%	-$28K	0.15%	110
2024 Q3	$439K	Sell	3,583 -99	-3%	-$12.4K	0.16%	93
2024 Q2	$470K	Buy	3,682 +4	+0.1%	+$521	0.22%	85
2024 Q1	$484K	Buy	3,678 +84	+2%	+$10.1K	0.25%	68
2023 Q4	$422K	Buy	3,594 +1,852	+106%	+$222K	0.29%	82
2023 Q3	$221K	Buy	+1,742	New	+$213K	0.16%	130

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

BOS Asset Management's VDE Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Energy ETF (VDE) stake by 0.1% in Q2 2026, buying an estimated $486 and bringing the position to 3,143 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #129.

BOS Asset Management first reported a position in VDE in Q3 2023 and has held it in 12 quarters since. The position peaked at $543K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

BOS Asset Management held 3,143 shares of Vanguard Energy ETF worth $472K as of Q2 2026.
BOS Asset Management bought 3 Vanguard Energy ETF shares in Q2 2026, an estimated $486.
Vanguard Energy ETF made up 0.11% of BOS Asset Management's portfolio in Q2 2026, its #129 holding.
BOS Asset Management first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 12 quarters since.
BOS Asset Management's Vanguard Energy ETF position peaked at $543K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.