Carolina Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Carolina 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	$1.36M	Buy	+9,033	New	+$1.46M	0.62%	35

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

Carolina Wealth Management's VDE Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 9,033 shares worth $1.36M. The stake represents 0.62% of the portfolio and ranks #35 among its holdings.

755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Carolina Wealth Management held 9,033 shares of Vanguard Energy ETF worth $1.36M as of Q2 2026.
Vanguard Energy ETF was a new Carolina Wealth Management position in Q2 2026.
Vanguard Energy ETF made up 0.62% of Carolina Wealth Management's portfolio in Q2 2026, its #35 holding.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.