EWA
VDE icon

EverSource Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

EverSource Wealth Advisors’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 		$114K Sell
759
-630
-45% -$102K ﹤0.01% 1316
2026
Q1 		$240K Buy
1,389
+691
+99% +$105K 0.01% 950
2025
Q4 		$87.9K Hold
698
– – ﹤0.01% 1387
2025
Q3 		$87.8K Hold
698
– – ﹤0.01% 1356
2025
Q2 		$83.1K Buy
698
+1
+0.1% +$116 ﹤0.01% 1307
2025
Q1 		$90.4K Sell
697
-80
-10% -$10.1K 0.01% 948
2024
Q4 		$94.3K Buy
777
+31
+4% +$3.95K 0.01% 925
2024
Q3 		$91.3K Sell
746
-18
-2% -$2.25K 0.01% 823
2024
Q2 		$99.8K Buy
764
+1
+0.1% +$130 0.01% 801
2024
Q1 		$99.5K Sell
763
-175
-19% -$21K 0.01% 711
2023
Q4 		$110K Sell
938
-468
-33% -$56.1K 0.01% 602
2023
Q3 		$178K Buy
1,406
+565
+67% +$69.2K 0.02% 422
2023
Q2 		$94.9K Buy
841
+64
+8% +$7.21K 0.01% 599
2023
Q1 		$88.8K Sell
777
-171
-18% -$20.3K 0.01% 579
2022
Q4 		$115K Buy
948
+105
+12% +$12.8K 0.02% 462
2022
Q3 		$86K Sell
843
-296
-26% -$31.5K 0.02% 472
2022
Q2 		$113K Buy
1,139
+83
+8% +$9.29K 0.03% 347
2022
Q1 		$113K Sell
1,056
-284
-21% -$27.3K 0.03% 317
2021
Q4 		$104K Buy
+1,340
New +$107K 0.03% 306

Other funds holding VDE

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

EverSource Wealth Advisors's VDE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 45% in Q2 2026, selling an estimated $102K and leaving 759 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

EverSource Wealth Advisors first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $240K in Q1 2026. 215 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • EverSource Wealth Advisors held 759 shares of Vanguard Energy ETF worth $114K as of Q2 2026.
  • EverSource Wealth Advisors sold 630 Vanguard Energy ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Energy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1316 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Energy ETF position peaked at $240K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.