HWP
VDE icon

Highline Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Highline Wealth Partners’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 		$39.6K Buy
+264
New +$42.8K 0.01% 267
2024
Q4 		– Sell
-6
Closed -$735 – 661
2024
Q3 		$735 Buy
+6
New +$750 ﹤0.01% 536

Other funds holding VDE

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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Highline Wealth Partners's VDE Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 264 shares worth $39.6K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in VDE as recently as Q3 2024.

Highline Wealth Partners first reported a position in VDE in Q3 2024 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Highline Wealth Partners held 264 shares of Vanguard Energy ETF worth $39.6K as of Q2 2026.
  • Vanguard Energy ETF was a new Highline Wealth Partners position in Q2 2026.
  • Vanguard Energy ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #267 holding.
  • Highline Wealth Partners first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.