FP
VDE icon

Financial Perspectives’s Vanguard Energy ETF VDE Stock Holding History

Financial Perspectives’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 		$938K Buy
6,249
+14
+0.2% +$2.27K 0.23% 66
2026
Q1 		$1.08M Buy
6,235
+12
+0.2% +$1.81K 0.3% 54
2025
Q4 		$784K Sell
6,223
-493
-7% -$61.9K 0.21% 69
2025
Q3 		$845K Buy
6,716
+55
+0.8% +$6.77K 0.23% 62
2025
Q2 		$793K Sell
6,661
-310
-4% -$36.1K 0.24% 61
2025
Q1 		$904K Buy
6,971
+15
+0.2% +$1.89K 0.31% 49
2024
Q4 		$844K Buy
6,956
+32
+0.5% +$4.08K 0.28% 52
2024
Q3 		$848K Buy
6,924
+14
+0.2% +$1.75K 0.29% 54
2024
Q2 		$881K Hold
6,910
– – 0.33% 49
2024
Q1 		$910K Buy
6,910
+15
+0.2% +$1.8K 0.34% 49
2023
Q4 		$809K Sell
6,895
-556
-7% -$66.6K 0.33% 52
2023
Q3 		$944K Buy
7,451
+19
+0.3% +$2.33K 0.43% 43
2023
Q2 		$839K Hold
7,432
– – 0.37% 45
2023
Q1 		$849K Buy
7,432
+19
+0.3% +$2.25K 0.41% 44
2022
Q4 		$899K Buy
7,413
+48
+0.7% +$5.84K 0.46% 39
2022
Q3 		$748K Buy
7,365
+256
+4% +$27.2K 0.42% 42
2022
Q2 		$707K Buy
7,109
+258
+4% +$28.9K 0.4% 43
2022
Q1 		$733K Buy
6,851
+147
+2% +$14.2K 0.34% 50
2021
Q4 		$520K Buy
6,704
+13
+0.2% +$1.03K 0.25% 58
2021
Q3 		$494K Hold
6,691
– – 0.25% 63
2021
Q2 		$508K Buy
6,691
+726
+12% +$52.6K 0.25% 67
2021
Q1 		$406K Buy
5,965
+755
+14% +$48.3K 0.22% 74
2020
Q4 		$270K Buy
5,210
+1,431
+38% +$66.9K 0.15% 94
2020
Q3 		$152K Sell
3,779
-2,316
-38% -$110K 0.1% 116
2020
Q2 		$307K Buy
6,095
+54
+0.9% +$2.66K 0.22% 68
2020
Q1 		$231K Buy
6,041
+1,824
+43% +$116K 0.19% 66
2019
Q4 		$344K Buy
+4,217
New +$328K 0.23% 54

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Perspectives's VDE Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Energy ETF (VDE) stake by 0.22% in Q2 2026, buying an estimated $2.27K and bringing the position to 6,249 shares worth $938K. The position accounts for 0.23% of the portfolio, ranked #66.

Financial Perspectives first reported a position in VDE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Financial Perspectives held 6,249 shares of Vanguard Energy ETF worth $938K as of Q2 2026.
  • Financial Perspectives bought 14 Vanguard Energy ETF shares in Q2 2026, an estimated $2.27K.
  • Vanguard Energy ETF made up 0.23% of Financial Perspectives's portfolio in Q2 2026, its #66 holding.
  • Financial Perspectives first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Vanguard Energy ETF position peaked at $1.08M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.