First Heartland Consultants’s Vanguard Energy ETF VDE Stock Holding History

First Heartland Consultants’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	$1.36M	Sell	9,073 -26	-0.3%	-$4.21K	0.09%	182
2026 Q1	$1.57M	Sell	9,099 -32	-0.4%	-$4.84K	0.12%	148
2025 Q4	$1.15M	Sell	9,131 -174	-2%	-$21.9K	0.09%	165
2025 Q3	$1.17M	Buy	9,305 +693	+8%	+$85.3K	0.09%	162
2025 Q2	$1.03M	Buy	8,612 +132	+2%	+$15.4K	0.09%	164
2025 Q1	$1.1M	Buy	8,480 +5,649	+200%	+$713K	0.11%	137
2024 Q4	$343K	Buy	+2,831	New	+$360K	0.04%	317
2024 Q1	–	Sell	-1,884	Closed	-$221K	–	439
2023 Q4	$221K	Buy	1,884 +69	+4%	+$8.27K	0.03%	339
2023 Q3	$230K	Buy	+1,815	New	+$222K	0.03%	345
2023 Q2	–	Sell	-1,959	Closed	-$224K	–	404
2023 Q1	$224K	Sell	1,959 -256	-12%	-$30.4K	0.03%	326
2022 Q4	$269K	Buy	+2,215	New	+$270K	0.04%	297
2020 Q1	–	Sell	-3,509	Closed	-$286K	–	307
2019 Q4	$286K	Buy	+3,509	New	+$273K	0.06%	236
2013 Q3	–	Sell	-119	Closed	-$13K	–	366
2013 Q2	$13K	Buy	+119	New	+$13.5K	0.01%	343

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

First Heartland Consultants's VDE Position: Q2 2026 in Review

First Heartland Consultants reduced its Vanguard Energy ETF (VDE) stake by 0.29% in Q2 2026, selling an estimated $4.21K and leaving 9,073 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #182.

First Heartland Consultants first reported a position in VDE in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.57M in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

First Heartland Consultants held 9,073 shares of Vanguard Energy ETF worth $1.36M as of Q2 2026.
First Heartland Consultants sold 26 Vanguard Energy ETF shares in Q2 2026, an estimated $4.21K.
Vanguard Energy ETF made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #182 holding.
First Heartland Consultants first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 13 quarters since.
First Heartland Consultants's Vanguard Energy ETF position peaked at $1.57M in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.