Elevate Wealth Advisory’s Vanguard Energy ETF VDE Stock Holding History

Elevate Wealth 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	$11.6K	Hold	77	–	–	0.01%	117
2026 Q1	$13.3K	Hold	77	–	–	0.01%	115
2025 Q4	$9.7K	Hold	77	–	–	0.01%	112
2025 Q3	$9.69K	Hold	77	–	–	0.01%	112
2025 Q2	$9.17K	Hold	77	–	–	0.01%	126
2025 Q1	$9.99K	Hold	77	–	–	0.01%	123
2024 Q4	$9.34K	Hold	77	–	–	0.01%	112
2024 Q3	$9.51K	Buy	+77	New	+$9.63K	0.01%	116

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

Elevate Wealth Advisory's VDE Position: Q2 2026 in Review

Elevate Wealth Advisory held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 77 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #117.

Elevate Wealth Advisory first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.3K in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Elevate Wealth Advisory held 77 shares of Vanguard Energy ETF worth $11.6K as of Q2 2026.
Elevate Wealth Advisory left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #117 holding.
Elevate Wealth Advisory first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Elevate Wealth Advisory's Vanguard Energy ETF position peaked at $13.3K in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.