Bradley & Co Private Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Bradley & Co Private 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	$6.16K	Hold	41	–	–	﹤0.01%	157
2026 Q1	$7.09K	Hold	41	–	–	﹤0.01%	144
2025 Q4	$5.16K	Hold	41	–	–	﹤0.01%	153
2025 Q3	$5.16K	Hold	41	–	–	﹤0.01%	147
2025 Q2	$4.88K	Hold	41	–	–	﹤0.01%	146
2025 Q1	$5.32K	Hold	41	–	–	﹤0.01%	136
2024 Q4	$4.97K	Buy	+41	New	+$5.22K	﹤0.01%	140
2024 Q2	$2.68K	Hold	21	–	–	﹤0.01%	154
2024 Q1	$2.77K	Buy	21 +20	+2,000%	+$2.4K	﹤0.01%	158
2023 Q4	$117	Hold	1	–	–	﹤0.01%	194
2023 Q3	$127	Hold	1	–	–	﹤0.01%	176
2023 Q2	$113	Buy	+1	New	+$113	﹤0.01%	175

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 $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return

Bradley & Co Private Wealth Management's VDE Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 41 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Bradley & Co Private Wealth Management first reported a position in VDE in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.09K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Bradley & Co Private Wealth Management held 41 shares of Vanguard Energy ETF worth $6.16K as of Q2 2026.
Bradley & Co Private Wealth Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #157 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 12 quarters since.
Bradley & Co Private Wealth Management's Vanguard Energy ETF position peaked at $7.09K in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.