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

Concord 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	$901	Buy	+6	New	+$972	﹤0.01%	783
2025 Q2	–	Sell	-4	Closed	-$535	–	902
2025 Q1	$535	Buy	+4	New	+$505	﹤0.01%	755
2023 Q4	–	Sell	-5	Closed	-$608	–	1021
2023 Q3	$608	Hold	5	–	–	﹤0.01%	973
2023 Q2	$542	Sell	5 -42	-89%	-$4.73K	﹤0.01%	989
2023 Q1	$5.35K	Buy	+47	New	+$5.57K	﹤0.01%	660

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

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

Concord Wealth Partners opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 6 shares worth $901. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VDE as recently as Q1 2025.

Concord Wealth Partners first reported a position in VDE in Q1 2023 and has held it in 5 quarters since. The position peaked at $5.35K in Q1 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Concord Wealth Partners held 6 shares of Vanguard Energy ETF worth $901 as of Q2 2026.
Vanguard Energy ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #783 holding.
Concord Wealth Partners first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 5 quarters since.
Concord Wealth Partners's Vanguard Energy ETF position peaked at $5.35K in Q1 2023.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.