GeoWealth Management’s Vanguard Energy ETF VDE Stock Holding History

GeoWealth 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	$159K	Buy	+1,059	New	+$172K	0.01%	811
2025 Q3	–	Sell	-39	Closed	-$4.65K	–	1219
2025 Q2	$4.65K	Buy	39 +2	+5%	+$233	﹤0.01%	1152
2025 Q1	$4.8K	Sell	37 -1,553	-98%	-$196K	﹤0.01%	1015
2024 Q4	$193K	Buy	1,590 +486	+44%	+$61.9K	0.01%	779
2024 Q3	$135K	Buy	+1,104	New	+$138K	﹤0.01%	824
2022 Q1	–	Sell	-1,619	Closed	-$127K	–	428
2021 Q4	$127K	Buy	+1,619	New	+$129K	0.01%	292

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

GeoWealth Management's VDE Position: Q2 2026 in Review

GeoWealth Management opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 1,059 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in VDE as recently as Q2 2025.

GeoWealth Management first reported a position in VDE in Q4 2021 and has held it in 6 quarters since. The position peaked at $193K in Q4 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

GeoWealth Management held 1,059 shares of Vanguard Energy ETF worth $159K as of Q2 2026.
Vanguard Energy ETF was a new GeoWealth Management position in Q2 2026.
Vanguard Energy ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #811 holding.
GeoWealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 6 quarters since.
GeoWealth Management's Vanguard Energy ETF position peaked at $193K in Q4 2024.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.