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Dynamic Advisor Solutions’s Vanguard Energy ETF VDE Stock Holding History

Dynamic Advisor Solutions’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 		$257K Buy
+1,710
New +$277K 0.01% 918
2024
Q2 		– Sell
-1,557
Closed -$205K – 998
2024
Q1 		$205K Sell
1,557
-169
-10% -$20.3K 0.01% 861
2023
Q4 		$204K Buy
1,726
+8
+0.5% +$959 0.01% 836
2023
Q3 		$218K Buy
+1,718
New +$210K 0.01% 758
2023
Q2 		– Sell
-2,114
Closed -$241K – 852
2023
Q1 		$241K Buy
2,114
+217
+11% +$25.7K 0.01% 655
2022
Q4 		$230K Buy
+1,897
New +$231K 0.02% 627
2022
Q3 		– Sell
-2,656
Closed -$264K – 741
2022
Q2 		$264K Sell
2,656
-1,232
-32% -$138K 0.02% 572
2022
Q1 		$416K Buy
+3,888
New +$374K 0.03% 471
2017
Q2 		– Sell
-2,250
Closed -$218K – 231
2017
Q1 		$218K Sell
2,250
-320
-12% -$32K 0.09% 195
2016
Q4 		$269K Sell
2,570
-503
-16% -$50.3K 0.11% 181
2016
Q3 		$300K Buy
3,073
+292
+10% +$27.7K 0.11% 193
2016
Q2 		$265K Buy
2,781
+119
+4% +$10.9K 0.11% 177
2016
Q1 		$228K Buy
+2,662
New +$213K 0.1% 187
2015
Q4 		– Sell
-2,622
Closed -$222K – 215
2015
Q3 		$222K Buy
+2,622
New +$249K 0.11% 162
2015
Q2 		– Sell
-3,100
Closed -$339K – 195
2015
Q1 		$339K Buy
3,100
+680
+28% +$74.3K 0.17% 144
2014
Q4 		$270K Buy
+2,420
New +$289K 0.14% 155
2014
Q3 		– Sell
-1,392
Closed -$200K – 221
2014
Q2 		$200K Sell
1,392
-330
-19% -$44.9K 0.12% 189
2014
Q1 		$221K Sell
1,722
-100
-5% -$12.3K 0.15% 175
2013
Q4 		$230K Buy
+1,822
New +$226K 0.17% 176

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Advisor Solutions's VDE Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 1,710 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in VDE as recently as Q1 2024.

Dynamic Advisor Solutions first reported a position in VDE in Q4 2013 and has held it in 19 quarters since. The position peaked at $416K in Q1 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Dynamic Advisor Solutions held 1,710 shares of Vanguard Energy ETF worth $257K as of Q2 2026.
  • Vanguard Energy ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • Vanguard Energy ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #918 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Energy ETF in Q4 2013 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Vanguard Energy ETF position peaked at $416K in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.