HWA
VDE icon

Heartwood Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Heartwood Wealth Advisors’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 		$572K Sell
3,810
-90
-2% -$14.6K 0.04% 136
2026
Q1 		$675K Hold
3,900
– – 0.06% 113
2025
Q4 		$491K Hold
3,900
– – 0.05% 119
2025
Q3 		$491K Hold
3,900
– – 0.05% 119
2025
Q2 		$465K Sell
3,900
-7
-0.2% -$815 0.05% 112
2025
Q1 		$507K Hold
3,907
– – 0.06% 100
2024
Q4 		$474K Hold
3,907
– – 0.05% 97
2024
Q3 		$478K Hold
3,907
– – 0.05% 97
2024
Q2 		$498K Hold
3,907
– – 0.06% 96
2024
Q1 		$515K Sell
3,907
-131
-3% -$15.7K 0.06% 89
2023
Q4 		$474K Hold
4,038
– – 0.06% 84
2023
Q3 		$512K Hold
4,038
– – 0.08% 79
2023
Q2 		$456K Sell
4,038
-119
-3% -$13.4K 0.06% 87
2023
Q1 		$475K Sell
4,157
-1,181
-22% -$140K 0.07% 83
2022
Q4 		$647K Sell
5,338
-264
-5% -$32.1K 0.1% 70
2022
Q3 		$569K Hold
5,602
– – 0.1% 59
2022
Q2 		$557K Buy
5,602
+1,445
+35% +$162K 0.09% 64
2022
Q1 		$445K Hold
4,157
– – 0.07% 83
2021
Q4 		$323K Hold
4,157
– – 0.05% 84
2021
Q3 		$307K Buy
4,157
+150
+4% +$10.5K 0.05% 79
2021
Q2 		$304K Hold
4,007
– – 0.05% 81
2021
Q1 		$272K Buy
+4,007
New +$256K 0.04% 72
2020
Q1 		– Sell
-2,556
Closed -$208K – 81
2019
Q4 		$208K Buy
+2,556
New +$199K 0.04% 81

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
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
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Heartwood Wealth Advisors's VDE Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 2.3% in Q2 2026, selling an estimated $14.6K and leaving 3,810 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #136.

Heartwood Wealth Advisors first reported a position in VDE in Q4 2019 and has held it in 23 quarters since. The position peaked at $675K in Q1 2026. 237 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Heartwood Wealth Advisors held 3,810 shares of Vanguard Energy ETF worth $572K as of Q2 2026.
  • Heartwood Wealth Advisors sold 90 Vanguard Energy ETF shares in Q2 2026, an estimated $14.6K.
  • Vanguard Energy ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 23 quarters since.
  • Heartwood Wealth Advisors's Vanguard Energy ETF position peaked at $675K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.