Howard Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Howard Wealth Management’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	$274K	Buy	1,826 +5	+0.3%	+$810	0.1%	125
2026 Q1	$315K	Buy	1,821 +20	+1%	+$3.02K	0.13%	106
2025 Q4	$227K	Buy	1,801 +14	+0.8%	+$1.76K	0.1%	124
2025 Q3	$225K	Sell	1,787 -11	-0.6%	-$1.35K	0.1%	118
2025 Q2	$214K	Sell	1,798 -94	-5%	-$10.9K	0.11%	116
2025 Q1	$245K	Sell	1,892 -244	-11%	-$30.8K	0.14%	106
2024 Q4	$259K	Sell	2,136 -197	-8%	-$25.1K	0.14%	100
2024 Q3	$286K	Sell	2,333 -19	-0.8%	-$2.38K	0.17%	94
2024 Q2	$300K	Buy	2,352 +465	+25%	+$60.5K	0.24%	78
2024 Q1	$249K	Sell	1,887 -20	-1%	-$2.4K	0.2%	90
2023 Q4	$224K	Sell	1,907 -12	-0.6%	-$1.44K	0.19%	92
2023 Q3	$243K	Sell	1,919 -83	-4%	-$10.2K	0.22%	86
2023 Q2	$226K	Buy	2,002 +46	+2%	+$5.18K	0.2%	93
2023 Q1	$223K	Buy	+1,956	New	+$232K	0.19%	98
2020 Q1	–	Sell	-27	Closed	-$2K	–	482
2019 Q4	$2K	Buy	+27	New	+$2.1K	﹤0.01%	476

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

Howard Wealth Management's VDE Position: Q2 2026 in Review

Howard Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.27% in Q2 2026, buying an estimated $810 and bringing the position to 1,826 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #125.

Howard Wealth Management first reported a position in VDE in Q4 2019 and has held it in 15 quarters since. The position peaked at $315K in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Howard Wealth Management held 1,826 shares of Vanguard Energy ETF worth $274K as of Q2 2026.
Howard Wealth Management bought 5 Vanguard Energy ETF shares in Q2 2026, an estimated $810.
Vanguard Energy ETF made up 0.1% of Howard Wealth Management's portfolio in Q2 2026, its #125 holding.
Howard Wealth Management first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 15 quarters since.
Howard Wealth Management's Vanguard Energy ETF position peaked at $315K in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.