IMA Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

IMA Advisory Services’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	$208K	Buy	+1,386	New	+$225K	0.01%	322

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

IMA Advisory Services's VDE Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 1,386 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings.

755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

IMA Advisory Services held 1,386 shares of Vanguard Energy ETF worth $208K as of Q2 2026.
Vanguard Energy ETF was a new IMA Advisory Services position in Q2 2026.
Vanguard Energy ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #322 holding.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.