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

Clark 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	$20.2K	Hold	134	–	–	0.01%	183
2026 Q1	$23.1K	Buy	134 +1	+0.8%	+$151	0.02%	169
2025 Q4	$16.7K	Hold	133	–	–	0.01%	205
2025 Q3	$16.7K	Buy	133 +2	+2%	+$246	0.01%	205
2025 Q2	$15.6K	Buy	131 +1	+0.8%	+$116	0.01%	176
2025 Q1	$16.8K	Sell	130 -180	-58%	-$22.7K	0.01%	161
2024 Q4	$37.6K	Buy	+310	New	+$39.5K	0.03%	92

Other funds holding VDE

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Clark Wealth Partners held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 134 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #183.

Clark Wealth Partners first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.6K in Q4 2024. 728 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Clark Wealth Partners held 134 shares of Vanguard Energy ETF worth $20.2K as of Q2 2026.
Clark Wealth Partners left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #183 holding.
Clark Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's Vanguard Energy ETF position peaked at $37.6K in Q4 2024.
728 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.