Continuum Advisory’s Vanguard Energy ETF VDE Stock Holding History

Continuum Advisory’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	$5.41K	Buy	+36	New	+$5.83K	﹤0.01%	1451
2025 Q2	–	Sell	-1,163	Closed	-$151K	–	1528
2025 Q1	$151K	Buy	1,163 +57	+5%	+$7.2K	0.02%	443
2024 Q4	$134K	Hold	1,106	–	–	0.02%	465
2024 Q3	$147K	Hold	1,106	–	–	0.02%	448
2024 Q2	$141K	Hold	1,106	–	–	0.02%	428
2024 Q1	$146K	Buy	+1,106	New	+$133K	0.02%	421

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

Continuum Advisory's VDE Position: Q2 2026 in Review

Continuum Advisory opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 36 shares worth $5.41K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in VDE as recently as Q1 2025.

Continuum Advisory first reported a position in VDE in Q1 2024 and has held it in 6 quarters since. The position peaked at $151K in Q1 2025. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Continuum Advisory held 36 shares of Vanguard Energy ETF worth $5.41K as of Q2 2026.
Vanguard Energy ETF was a new Continuum Advisory position in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1451 holding.
Continuum Advisory first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Vanguard Energy ETF position peaked at $151K in Q1 2025.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.