HWM
VDE icon

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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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. 263 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.
  • 263 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.