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Guardian Wealth Management (Tennessee)’s Vanguard Energy ETF VDE Stock Holding History

Guardian Wealth Management (Tennessee)’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 		$5.71M Sell
38,044
-2,816
-7% -$456K 1.6% 17
2026
Q1 		$7.07M Sell
40,860
-4,305
-10% -$651K 2.15% 17
2025
Q4 		$5.69M Buy
+45,165
New +$5.67M 1.8% 18

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

Guardian Wealth Management (Tennessee)'s VDE Position: Q2 2026 in Review

Guardian Wealth Management (Tennessee) reduced its Vanguard Energy ETF (VDE) stake by 6.9% in Q2 2026, selling an estimated $456K and leaving 38,044 shares worth $5.71M. The position accounts for 1.6% of the portfolio, ranked #17.

Guardian Wealth Management (Tennessee) first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.07M in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Guardian Wealth Management (Tennessee) held 38,044 shares of Vanguard Energy ETF worth $5.71M as of Q2 2026.
  • Guardian Wealth Management (Tennessee) sold 2,816 Vanguard Energy ETF shares in Q2 2026, an estimated $456K.
  • Vanguard Energy ETF made up 1.6% of Guardian Wealth Management (Tennessee)'s portfolio in Q2 2026, its #17 holding.
  • Guardian Wealth Management (Tennessee) first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Guardian Wealth Management (Tennessee)'s Vanguard Energy ETF position peaked at $7.07M in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Guardian Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 24 Jul 2026.