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

HHM 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 		$75.8K Sell
505
-615
-55% -$99.6K 0.01% 327
2026
Q1 		$194K Sell
1,120
-453
-29% -$68.5K 0.02% 196
2025
Q4 		$198K Hold
1,573
– – 0.02% 199
2025
Q3 		$198K Sell
1,573
-22
-1% -$2.71K 0.02% 207
2025
Q2 		$190K Sell
1,595
-1,585
-50% -$184K 0.02% 208
2025
Q1 		$412K Buy
3,180
+410
+15% +$51.8K 0.06% 120
2024
Q4 		$336K Buy
2,770
+240
+9% +$30.6K 0.05% 135
2024
Q3 		$310K Hold
2,530
– – 0.04% 133
2024
Q2 		$323K Buy
2,530
+575
+29% +$74.9K 0.05% 129
2024
Q1 		$257K Sell
1,955
-195
-9% -$23.4K 0.04% 128
2023
Q4 		$252K Buy
2,150
+700
+48% +$83.9K 0.04% 118
2023
Q3 		$184K Buy
1,450
+1,010
+230% +$124K 0.04% 135
2023
Q2 		$49.7K Hold
440
– – 0.01% 284
2023
Q1 		$50.3K Hold
440
– – 0.01% 274
2022
Q4 		$53.4K Hold
440
– – 0.01% 238
2022
Q3 		$45K Sell
440
-99
-18% -$10.5K 0.01% 248
2022
Q2 		$54K Sell
539
-2,030
-79% -$227K 0.01% 269
2022
Q1 		$275K Hold
2,569
– – 0.06% 117
2021
Q4 		$199K Hold
2,569
– – 0.05% 136
2021
Q3 		$190K Hold
2,569
– – 0.05% 131
2021
Q2 		$195K Hold
2,569
– – 0.05% 132
2021
Q1 		$175K Hold
2,569
– – 0.05% 127
2020
Q4 		$133K Buy
2,569
+1,670
+186% +$78.1K 0.05% 142
2020
Q3 		$36K Sell
899
-170
-16% -$8.09K 0.01% 258
2020
Q2 		$54K Hold
1,069
– – 0.02% 217
2020
Q1 		$41K Buy
+1,069
New +$67.8K 0.02% 228

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 22.9% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 55% in Q2 2026, selling an estimated $99.6K and leaving 505 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #327.

HHM Wealth Advisors first reported a position in VDE in Q1 2020 and has held it in 26 quarters since. The position peaked at $412K in Q1 2025. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • HHM Wealth Advisors held 505 shares of Vanguard Energy ETF worth $75.8K as of Q2 2026.
  • HHM Wealth Advisors sold 615 Vanguard Energy ETF shares in Q2 2026, an estimated $99.6K.
  • Vanguard Energy ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #327 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Vanguard Energy ETF position peaked at $412K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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