HWM
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HB Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

HB 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 		$2.18M Buy
14,495
+972
+7% +$157K 0.01% 455
2026
Q1 		$2.34M Buy
13,523
+1,249
+10% +$189K 0.02% 396
2025
Q4 		$1.55M Sell
12,274
-677
-5% -$85K 0.01% 480
2025
Q3 		$1.63M Buy
12,951
+7,002
+118% +$862K 0.01% 468
2025
Q2 		$709K Sell
5,949
-6,151
-51% -$716K 0.01% 630
2025
Q1 		$1.57M Buy
12,100
+1,907
+19% +$241K 0.01% 432
2024
Q4 		$1.24M Buy
10,193
+2,003
+24% +$255K 0.01% 375
2024
Q3 		$1M Sell
8,190
-73
-0.9% -$9.13K 0.01% 397
2024
Q2 		$1.05M Buy
8,263
+1,086
+15% +$141K 0.01% 360
2024
Q1 		$945K Sell
7,177
-1,965
-21% -$236K 0.01% 363
2023
Q4 		$1.07M Buy
9,142
+2,508
+38% +$301K 0.02% 307
2023
Q3 		$841K Buy
6,634
+60
+0.9% +$7.35K 0.01% 324
2023
Q2 		$742K Sell
6,574
-8
-0.1% -$901 0.01% 340
2023
Q1 		$752K Sell
6,582
-2,040
-24% -$242K 0.01% 333
2022
Q4 		$1.05M Buy
8,622
+968
+13% +$118K 0.02% 275
2022
Q3 		$778K Buy
7,654
+37
+0.5% +$3.94K 0.02% 285
2022
Q2 		$758K Sell
7,617
-85
-1% -$9.51K 0.02% 291
2022
Q1 		$824K Buy
7,702
+297
+4% +$28.6K 0.02% 286
2021
Q4 		$575K Buy
+7,405
New +$589K 0.01% 295

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

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

HB Wealth Management increased its Vanguard Energy ETF (VDE) stake by 7.2% in Q2 2026, buying an estimated $157K and bringing the position to 14,495 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #455.

HB Wealth Management first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • HB Wealth Management held 14,495 shares of Vanguard Energy ETF worth $2.18M as of Q2 2026.
  • HB Wealth Management bought 972 Vanguard Energy ETF shares in Q2 2026, an estimated $157K.
  • Vanguard Energy ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #455 holding.
  • HB Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Energy ETF position peaked at $2.34M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.