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

Copia 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	$13.1K	Hold	87	–	–	0.01%	318
2026 Q1	$15.1K	Buy	87 +4	+5%	+$605	0.01%	290
2025 Q4	$10.5K	Sell	83 -24	-22%	-$3.02K	0.01%	318
2025 Q3	$13.5K	Hold	107	–	–	0.01%	292
2025 Q2	$12.7K	Buy	107 +24	+29%	+$2.79K	0.01%	272
2025 Q1	$10.8K	Sell	83 -243	-75%	-$30.7K	0.01%	267
2024 Q4	$39.5K	Buy	+326	New	+$41.5K	0.04%	159

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

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

Copia Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 87 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #318.

Copia Wealth Management first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.5K in Q4 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Copia Wealth Management held 87 shares of Vanguard Energy ETF worth $13.1K as of Q2 2026.
Copia Wealth Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #318 holding.
Copia Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Vanguard Energy ETF position peaked at $39.5K in Q4 2024.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.