IWN
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Independent Wealth Network’s Vanguard Energy ETF VDE Stock Holding History

Independent Wealth Network’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 		$382K Sell
2,542
-1,070
-30% -$173K 0.1% 214
2026
Q1 		$625K Sell
3,612
-184
-5% -$27.8K 0.19% 136
2025
Q4 		$478K Sell
3,796
-37
-1% -$4.65K 0.15% 157
2025
Q3 		$482K Buy
3,833
+687
+22% +$84.6K 0.16% 152
2025
Q2 		$375K Buy
3,146
+132
+4% +$15.4K 0.14% 169
2025
Q1 		$391K Buy
3,014
+193
+7% +$24.4K 0.16% 152
2024
Q4 		$342K Sell
2,821
-137
-5% -$17.4K 0.14% 161
2024
Q3 		$362K Sell
2,958
-37
-1% -$4.63K 0.16% 146
2024
Q2 		$382K Sell
2,995
-152
-5% -$19.8K 0.18% 139
2024
Q1 		$414K Buy
3,147
+11
+0.4% +$1.32K 0.19% 132
2023
Q4 		$368K Sell
3,136
-967
-24% -$116K 0.19% 131
2023
Q3 		$520K Sell
4,103
-167
-4% -$20.4K 0.32% 83
2023
Q2 		$482K Sell
4,270
-135
-3% -$15.2K 0.29% 89
2023
Q1 		$503K Buy
4,405
+462
+12% +$54.8K 0.32% 75
2022
Q4 		$478K Sell
3,943
-198
-5% -$24.1K 0.33% 71
2022
Q3 		$421K Buy
4,141
+434
+12% +$46.2K 0.33% 75
2022
Q2 		$369K Buy
3,707
+23
+0.6% +$2.57K 0.27% 101
2022
Q1 		$394K Buy
+3,684
New +$355K 0.25% 108

Other funds holding VDE

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
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

Independent Wealth Network's VDE Position: Q2 2026 in Review

Independent Wealth Network reduced its Vanguard Energy ETF (VDE) stake by 30% in Q2 2026, selling an estimated $173K and leaving 2,542 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #214.

Independent Wealth Network first reported a position in VDE in Q1 2022 and has held it in 18 quarters since. The position peaked at $625K in Q1 2026. 222 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Independent Wealth Network held 2,542 shares of Vanguard Energy ETF worth $382K as of Q2 2026.
  • Independent Wealth Network sold 1,070 Vanguard Energy ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Energy ETF made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #214 holding.
  • Independent Wealth Network first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Independent Wealth Network's Vanguard Energy ETF position peaked at $625K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.