FIA
VDE icon

Foundations Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Foundations Investment 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 		$6.16M Sell
41,043
-7,452
-15% -$1.21M 0.06% 221
2026
Q1 		$8.39M Buy
48,495
+5,253
+12% +$795K 0.1% 168
2025
Q4 		$5.44M Buy
43,242
+3,159
+8% +$397K 0.07% 215
2025
Q3 		$5.04M Buy
40,083
+691
+2% +$85.1K 0.07% 212
2025
Q2 		$4.69M Buy
39,392
+4,717
+14% +$549K 0.07% 211
2025
Q1 		$4.5M Buy
34,675
+463
+1% +$58.5K 0.08% 209
2024
Q4 		$4.15M Buy
34,212
+960
+3% +$122K 0.08% 206
2024
Q3 		$4.07M Sell
33,252
-2,247
-6% -$281K 0.09% 199
2024
Q2 		$4.53M Buy
35,499
+94
+0.3% +$12.2K 0.11% 150
2024
Q1 		$4.66M Buy
35,405
+2,266
+7% +$272K 0.12% 143
2023
Q4 		$3.85M Sell
33,139
-532
-2% -$63.8K 0.1% 147
2023
Q3 		$4.27M Sell
33,671
-1,457
-4% -$178K 0.13% 125
2023
Q2 		$3.97M Buy
35,128
+2,007
+6% +$226K 0.13% 112
2023
Q1 		$3.78M Buy
33,121
+31,312
+1,731% +$3.71M 0.14% 104
2022
Q4 		$219K Buy
+1,809
New +$220K 0.01% 394
2022
Q3 		– Sell
-3,909
Closed -$370K – 441
2022
Q2 		$370K Sell
3,909
-10
-0.3% -$1.12K 0.02% 276
2022
Q1 		$439K Sell
3,919
-37,860
-91% -$3.64M 0.02% 214
2021
Q4 		$3.7M Buy
41,779
+37,727
+931% +$3M 0.14% 62
2021
Q3 		$316K Buy
4,052
+102
+3% +$7.11K 0.01% 241
2021
Q2 		$294K Buy
3,950
+167
+4% +$12.1K 0.01% 237
2021
Q1 		$258K Buy
3,783
+173
+5% +$11.1K 0.01% 192
2020
Q4 		$206K Buy
+3,610
New +$169K 0.01% 179

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

Foundations Investment Advisors's VDE Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 15% in Q2 2026, selling an estimated $1.21M and leaving 41,043 shares worth $6.16M. The position accounts for 0.06% of the portfolio, ranked #221.

Foundations Investment Advisors first reported a position in VDE in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.39M in Q1 2026. 761 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Foundations Investment Advisors held 41,043 shares of Vanguard Energy ETF worth $6.16M as of Q2 2026.
  • Foundations Investment Advisors sold 7,452 Vanguard Energy ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard Energy ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Vanguard Energy ETF position peaked at $8.39M in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.