HBK Sorce Advisory’s Vanguard Energy ETF VDE Stock Holding History

HBK Sorce Advisory’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	$322K	Buy	+1,995	New	+$323K	0.01%	494
2021 Q2	–	Sell	-5,287	Closed	-$360K	–	603
2021 Q1	$360K	Buy	5,287 +131	+3%	+$8.38K	0.02%	365
2020 Q4	$267K	Hold	5,156	–	–	0.02%	408
2020 Q3	$208K	Hold	5,156	–	–	0.01%	417
2020 Q2	$259K	Buy	+5,156	New	+$254K	0.02%	361

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 22.9% 1-Year Est. Return

HBK Sorce Advisory's VDE Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 1,995 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in VDE as recently as Q1 2021.

HBK Sorce Advisory first reported a position in VDE in Q2 2020 and has held it in 5 quarters since. The position peaked at $360K in Q1 2021. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

HBK Sorce Advisory held 1,995 shares of Vanguard Energy ETF worth $322K as of Q2 2026.
Vanguard Energy ETF was a new HBK Sorce Advisory position in Q2 2026.
Vanguard Energy ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #494 holding.
HBK Sorce Advisory first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 5 quarters since.
HBK Sorce Advisory's Vanguard Energy ETF position peaked at $360K in Q1 2021.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.