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

Evolution 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 Q2	$15K	Buy	+100	New	+$16.2K	0.01%	515

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

Evolution Wealth Management's VDE Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 100 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

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

Evolution Wealth Management held 100 shares of Vanguard Energy ETF worth $15K as of Q2 2026.
Vanguard Energy ETF was a new Evolution Wealth Management position in Q2 2026.
Vanguard Energy ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #515 holding.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.