Golden State Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Golden State 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	$25.1K	Buy	167 +4	+2%	+$648	﹤0.01%	907
2026 Q1	$28.2K	Sell	163 -10	-6%	-$1.51K	﹤0.01%	829
2025 Q4	$21.8K	Sell	173 -173	-50%	-$21.7K	﹤0.01%	904
2025 Q3	$43.5K	Hold	346	–	–	﹤0.01%	711
2025 Q2	$41.2K	Sell	346 -50	-13%	-$5.82K	0.01%	692
2025 Q1	$51.4K	Hold	396	–	–	0.01%	589
2024 Q4	$48K	Buy	+396	New	+$50.4K	0.01%	584
2019 Q4	–	Sell	-338	Closed	-$26K	–	907
2019 Q3	$26K	Sell	338 -1,542	-82%	-$123K	0.01%	570
2019 Q2	$159K	Sell	1,880 -1	-0.1%	-$86	0.05%	255
2019 Q1	$168K	Buy	+1,881	New	+$163K	0.06%	246

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

Golden State Wealth Management's VDE Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Energy ETF (VDE) stake by 2.5% in Q2 2026, buying an estimated $648 and bringing the position to 167 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Golden State Wealth Management first reported a position in VDE in Q1 2019 and has held it in 10 quarters since. The position peaked at $168K in Q1 2019. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Golden State Wealth Management held 167 shares of Vanguard Energy ETF worth $25.1K as of Q2 2026.
Golden State Wealth Management bought 4 Vanguard Energy ETF shares in Q2 2026, an estimated $648.
Vanguard Energy ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #907 holding.
Golden State Wealth Management first reported a position in Vanguard Energy ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Vanguard Energy ETF position peaked at $168K in Q1 2019.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.