CWA Asset Management Group’s Vanguard Energy ETF VDE Stock Holding History

CWA Asset Management Group’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	$313K	Buy	2,083 +37	+2%	+$5.99K	0.01%	581
2026 Q1	$354K	Buy	2,046 +240	+13%	+$36.3K	0.01%	539
2025 Q4	$227K	Sell	1,806 -1	-0.1%	-$126	0.01%	596
2025 Q3	$227K	Sell	1,807 -40	-2%	-$4.92K	0.01%	614
2025 Q2	$220K	Sell	1,847 -1,115	-38%	-$130K	0.01%	604
2025 Q1	$384K	Buy	+2,962	New	+$374K	0.02%	465
2024 Q1	–	Sell	-1,777	Closed	-$208K	–	558
2023 Q4	$208K	Sell	1,777 -3	-0.2%	-$360	0.01%	398
2023 Q3	$226K	Buy	+1,780	New	+$218K	0.02%	329
2023 Q2	–	Sell	-1,751	Closed	-$200K	–	374
2023 Q1	$200K	Buy	+1,751	New	+$208K	0.01%	311
2018 Q3	–	Sell	-2,003	Closed	-$210K	–	226
2018 Q2	$210K	Buy	+2,003	New	+$205K	0.05%	183
2017 Q1	–	Sell	-2,003	Closed	-$210K	–	174
2016 Q4	$210K	Buy	+2,003	New	+$200K	0.09%	143

Other funds holding VDE

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWA Asset Management Group's VDE Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard Energy ETF (VDE) stake by 1.8% in Q2 2026, buying an estimated $5.99K and bringing the position to 2,083 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #581.

CWA Asset Management Group first reported a position in VDE in Q4 2016 and has held it in 11 quarters since. The position peaked at $384K in Q1 2025. 318 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

CWA Asset Management Group held 2,083 shares of Vanguard Energy ETF worth $313K as of Q2 2026.
CWA Asset Management Group bought 37 Vanguard Energy ETF shares in Q2 2026, an estimated $5.99K.
Vanguard Energy ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #581 holding.
CWA Asset Management Group first reported a position in Vanguard Energy ETF in Q4 2016 and has held it in 11 quarters since.
CWA Asset Management Group's Vanguard Energy ETF position peaked at $384K in Q1 2025.
318 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.