Boyd Watterson Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Boyd Watterson 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	$4.65K	Hold	31	–	–	﹤0.01%	322
2026 Q1	$5.36K	Hold	31	–	–	﹤0.01%	310
2025 Q4	$3.9K	Hold	31	–	–	﹤0.01%	332
2025 Q3	$3.9K	Hold	31	–	–	﹤0.01%	339
2025 Q2	$3.69K	Hold	31	–	–	﹤0.01%	346
2025 Q1	$4.02K	Hold	31	–	–	﹤0.01%	345
2024 Q4	$3.76K	Sell	31 -1	-3%	-$127	﹤0.01%	357
2024 Q3	$3.92K	Hold	32	–	–	﹤0.01%	356
2024 Q2	$4.08K	Hold	32	–	–	﹤0.01%	353
2024 Q1	$4.21K	Hold	32	–	–	﹤0.01%	346
2023 Q4	$3.75K	Hold	32	–	–	﹤0.01%	347
2023 Q3	$4.06K	Hold	32	–	–	﹤0.01%	338
2023 Q2	$3.61K	Hold	32	–	–	﹤0.01%	346
2023 Q1	$3.65K	Hold	32	–	–	﹤0.01%	344
2022 Q4	$3.88K	Buy	+32	New	+$3.9K	﹤0.01%	346

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

Boyd Watterson Asset Management's VDE Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 31 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Boyd Watterson Asset Management first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.36K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Boyd Watterson Asset Management held 31 shares of Vanguard Energy ETF worth $4.65K as of Q2 2026.
Boyd Watterson Asset Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #322 holding.
Boyd Watterson Asset Management first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's Vanguard Energy ETF position peaked at $5.36K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.