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Founders Financial Securities’s Vanguard Energy ETF VDE Stock Holding History

Founders Financial Securities’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 		– Sell
-3,321
Closed -$540K – 578
2026
Q1 		$540K Buy
+3,321
New +$502K 0.03% 357
2023
Q4 		– Sell
-5,837
Closed -$740K – 387
2023
Q3 		$740K Buy
+5,837
New +$715K 0.1% 169

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

Founders Financial Securities's VDE Position: Q2 2026 in Review

Founders Financial Securities sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 3,321 shares — an estimated $540K sold.

Founders Financial Securities first reported a position in VDE in Q3 2023 and held it in 2 quarters. The position peaked at $740K in Q3 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Founders Financial Securities reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 3,321 Vanguard Energy ETF shares in Q2 2026, an estimated $540K.
  • Founders Financial Securities first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 2 quarters.
  • Founders Financial Securities's Vanguard Energy ETF position peaked at $740K in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.