Evelyn Partners’s Vanguard Energy ETF VDE Stock Holding History

Evelyn Partners’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	$1.32M	Buy	+10,306	New	+$1.67M	﹤0.01%	164

Other funds holding VDE

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Evelyn Partners's VDE Position: Q2 2026 in Review

Evelyn Partners opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 10,306 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #164 among its holdings.

728 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Evelyn Partners held 10,306 shares of Vanguard Energy ETF worth $1.32M as of Q2 2026.
Vanguard Energy ETF was a new Evelyn Partners position in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #164 holding.
728 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.