BSW Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

BSW Wealth Partners’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	$419K	Hold	2,789	–	–	0.05%	199
2026 Q1	$483K	Hold	2,789	–	–	0.06%	180
2025 Q4	$351K	Hold	2,789	–	–	0.04%	214
2025 Q3	$351K	Hold	2,789	–	–	0.04%	229
2025 Q2	$332K	Hold	2,789	–	–	0.05%	226
2025 Q1	$362K	Hold	2,789	–	–	0.05%	204
2024 Q4	$338K	Hold	2,789	–	–	0.05%	213
2024 Q3	$342K	Hold	2,789	–	–	0.05%	210
2024 Q2	$356K	Hold	2,789	–	–	0.06%	182
2024 Q1	$367K	Hold	2,789	–	–	0.06%	181
2023 Q4	$327K	Hold	2,789	–	–	0.06%	188
2023 Q3	$353K	Hold	2,789	–	–	0.08%	146
2023 Q2	$315K	Hold	2,789	–	–	0.07%	178
2023 Q1	$319K	Hold	2,789	–	–	0.07%	206
2022 Q4	$338K	Sell	2,789 -1,057	-27%	-$129K	0.07%	192
2022 Q3	$391K	Hold	3,846	–	–	0.1%	142
2022 Q2	$383K	Hold	3,846	–	–	0.09%	151
2022 Q1	$412K	Hold	3,846	–	–	0.1%	155
2021 Q4	$298K	Hold	3,846	–	–	0.07%	198
2021 Q3	$284K	Hold	3,846	–	–	0.08%	193
2021 Q2	$292K	Hold	3,846	–	–	0.08%	178
2021 Q1	$262K	Buy	+3,846	New	+$246K	0.08%	165

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

BSW Wealth Partners's VDE Position: Q2 2026 in Review

BSW Wealth Partners held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 2,789 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #199.

BSW Wealth Partners first reported a position in VDE in Q1 2021 and has held it in 22 quarters since. The position peaked at $483K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

BSW Wealth Partners held 2,789 shares of Vanguard Energy ETF worth $419K as of Q2 2026.
BSW Wealth Partners left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #199 holding.
BSW Wealth Partners first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 22 quarters since.
BSW Wealth Partners's Vanguard Energy ETF position peaked at $483K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.