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Bravera Wealth’s Vanguard Energy ETF VDE Stock Holding History

Bravera Wealth’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 		$148K Hold
983
– – 0.06% 121
2026
Q1 		$170K Buy
983
+83
+9% +$12.6K 0.08% 114
2025
Q4 		$113K Buy
+900
New +$113K 0.06% 135

Other funds holding VDE

GG
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
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Bravera Wealth's VDE Position: Q2 2026 in Review

Bravera Wealth held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 983 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #121.

Bravera Wealth first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $170K in Q1 2026. 237 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Bravera Wealth held 983 shares of Vanguard Energy ETF worth $148K as of Q2 2026.
  • Bravera Wealth left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.06% of Bravera Wealth's portfolio in Q2 2026, its #121 holding.
  • Bravera Wealth first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Vanguard Energy ETF position peaked at $170K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.