High Net Worth Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

High Net Worth Advisory Group’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	$508K	Buy	3,384 +31	+0.9%	+$5.02K	0.11%	150
2026 Q1	$580K	Buy	+3,353	New	+$507K	0.14%	131

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 22.96% 1-Year Est. Return

High Net Worth Advisory Group's VDE Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Energy ETF (VDE) stake by 0.92% in Q2 2026, buying an estimated $5.02K and bringing the position to 3,384 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #150.

High Net Worth Advisory Group first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $580K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

High Net Worth Advisory Group held 3,384 shares of Vanguard Energy ETF worth $508K as of Q2 2026.
High Net Worth Advisory Group bought 31 Vanguard Energy ETF shares in Q2 2026, an estimated $5.02K.
Vanguard Energy ETF made up 0.11% of High Net Worth Advisory Group's portfolio in Q2 2026, its #150 holding.
High Net Worth Advisory Group first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
High Net Worth Advisory Group's Vanguard Energy ETF position peaked at $580K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.