Global Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Global Wealth 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	$622K	Buy	4,140 +311	+8%	+$50.4K	0.32%	24
2026 Q1	$663K	Buy	3,829 +21	+0.6%	+$3.18K	0.36%	25
2025 Q4	$480K	Sell	3,808 -2,267	-37%	-$285K	0.26%	24
2025 Q3	$765K	Buy	6,075 +46	+0.8%	+$5.66K	0.4%	21
2025 Q2	$746K	Buy	6,029 +47	+0.8%	+$5.47K	0.41%	20
2025 Q1	$776K	Buy	5,982 +43	+0.7%	+$5.43K	0.45%	19
2024 Q4	$720K	Buy	5,939 +96	+2%	+$12.2K	0.46%	18
2024 Q3	$716K	Buy	+5,843	New	+$731K	0.48%	17

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

Global Wealth Management's VDE Position: Q2 2026 in Review

Global Wealth Management increased its Vanguard Energy ETF (VDE) stake by 8.1% in Q2 2026, buying an estimated $50.4K and bringing the position to 4,140 shares worth $622K. The position accounts for 0.32% of the portfolio, ranked #24.

Global Wealth Management first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $776K in Q1 2025. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Global Wealth Management held 4,140 shares of Vanguard Energy ETF worth $622K as of Q2 2026.
Global Wealth Management bought 311 Vanguard Energy ETF shares in Q2 2026, an estimated $50.4K.
Vanguard Energy ETF made up 0.32% of Global Wealth Management's portfolio in Q2 2026, its #24 holding.
Global Wealth Management first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Vanguard Energy ETF position peaked at $776K in Q1 2025.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.