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

Darwin 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
2025
Q2 		– Sell
-155
Closed -$18.8K – 675
2025
Q1 		$18.8K Hold
155
– – 0.01% 311
2024
Q4 		$18.8K Hold
155
– – 0.01% 311
2024
Q3 		$19K Buy
+155
New +$19.4K 0.01% 316
2018
Q3 		– Sell
-2,684
Closed -$281K – 127
2018
Q2 		$281K Buy
+2,684
New +$275K 0.18% 102

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Darwin Wealth Management's VDE Position: Q2 2025 in Review

Darwin Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 155 shares — an estimated $18.8K sold.

Darwin Wealth Management first reported a position in VDE in Q2 2018 and held it in 4 quarters. The position peaked at $281K in Q2 2018. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

  • Darwin Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 155 Vanguard Energy ETF shares in Q2 2025, an estimated $18.8K.
  • Darwin Wealth Management first reported a position in Vanguard Energy ETF in Q2 2018 and held it in 4 quarters.
  • Darwin Wealth Management's Vanguard Energy ETF position peaked at $281K in Q2 2018.
  • 648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.