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

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 22.9% 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. 766 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.
766 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.