GWM
VDE icon

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

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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. 174 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.
  • 174 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.