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

Evermay 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
2026 Q3	$28.4K	Buy	165 +15	+10%	+$2.56K	﹤0.01%	402
2026 Q2	$22.5K	Hold	150	–	–	﹤0.01%	434
2026 Q1	$26K	Hold	150	–	–	﹤0.01%	371
2025 Q4	$18.9K	Sell	150 -206	-58%	-$25.9K	﹤0.01%	394
2025 Q3	$44.8K	Hold	356	–	–	0.01%	332
2025 Q2	$42.4K	Hold	356	–	–	0.01%	333
2025 Q1	$46.2K	Hold	356	–	–	0.01%	328
2024 Q4	$43.2K	Hold	356	–	–	0.01%	331
2024 Q3	$44K	Hold	356	–	–	0.01%	348
2024 Q2	$45.8K	Hold	356	–	–	0.01%	354
2024 Q1	$46.9K	Hold	356	–	–	0.01%	356
2023 Q4	$41.8K	Hold	356	–	–	0.01%	343
2023 Q3	$45.4K	Hold	356	–	–	0.01%	316
2023 Q2	$40.5K	Hold	356	–	–	0.01%	326
2023 Q1	$40.7K	Sell	356 -215	-38%	-$25.5K	0.01%	318
2022 Q4	$69.3K	Buy	571 +65	+13%	+$7.91K	0.01%	264
2022 Q3	$52K	Hold	506	–	–	0.01%	275
2022 Q2	$50K	Hold	506	–	–	0.01%	281
2022 Q1	$54K	Buy	506 +91	+22%	+$8.76K	0.01%	296
2021 Q4	$32K	Sell	415 -185	-31%	-$14.7K	0.01%	322
2021 Q3	$44K	Hold	600	–	–	0.01%	276
2021 Q2	$46K	Buy	+600	New	+$43.5K	0.01%	298

Other funds holding VDE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Evermay Wealth Management's VDE Position: Q3 2026 in Review

Evermay Wealth Management increased its Vanguard Energy ETF (VDE) stake by 10% in Q3 2026, buying an estimated $2.56K and bringing the position to 165 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Evermay Wealth Management first reported a position in VDE in Q2 2021 and has held it in 22 quarters since. The position peaked at $69.3K in Q4 2022. 690 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Evermay Wealth Management held 165 shares of Vanguard Energy ETF worth $28.4K as of Q3 2026.
Evermay Wealth Management bought 15 Vanguard Energy ETF shares in Q3 2026, an estimated $2.56K.
Vanguard Energy ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #402 holding.
Evermay Wealth Management first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 22 quarters since.
Evermay Wealth Management's Vanguard Energy ETF position peaked at $69.3K in Q4 2022.
690 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.