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Indie Asset Partners’s Vanguard Energy ETF VDE Stock Holding History

Indie Asset 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 		$2.19M Sell
14,602
-245
-2% -$39.7K 2.1% 13
2026
Q1 		$2.57M Sell
14,847
-449
-3% -$67.9K 2.93% 7
2025
Q4 		$1.93M Sell
15,296
-1,089
-7% -$137K 2.15% 13
2025
Q3 		$2.06M Sell
16,385
-1,197
-7% -$147K 2.75% 10
2025
Q2 		$2.09M Sell
17,582
-1,736
-9% -$202K 3.81% 5
2025
Q1 		$2.51M Buy
19,318
+592
+3% +$74.8K 2.17% 5
2024
Q4 		$2.27M Sell
18,726
-380
-2% -$48.4K 1.78% 8
2024
Q3 		$2.34M Hold
19,106
– – 1.75% 6
2024
Q2 		$2.44M Sell
19,106
-975
-5% -$127K 1.94% 6
2024
Q1 		$2.64M Sell
20,081
-75
-0.4% -$8.99K 2.35% 5
2023
Q4 		$2.36M Buy
20,156
+134
+0.7% +$16.1K 2.13% 8
2023
Q3 		$2.54M Sell
20,022
-200
-1% -$24.5K 2.56% 6
2023
Q2 		$2.28M Buy
20,222
+926
+5% +$104K 2.48% 5
2023
Q1 		$2.2M Sell
19,296
-231
-1% -$27.4K 2.57% 5
2022
Q4 		$2.37M Sell
19,527
-624
-3% -$76K 2.6% 4
2022
Q3 		$2.05M Buy
20,151
+275
+1% +$29.3K 2.1% 7
2022
Q2 		$1.98M Buy
19,876
+850
+4% +$95.1K 1.75% 8
2022
Q1 		$2.04M Buy
19,026
+625
+3% +$60.2K 1.53% 10
2021
Q4 		$1.43M Buy
18,401
+956
+5% +$76K 1.04% 14
2021
Q3 		$1.29M Buy
17,445
+8,660
+99% +$604K 1.04% 15
2021
Q2 		$667K Buy
+8,785
New +$637K 0.54% 36

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Indie Asset Partners's VDE Position: Q2 2026 in Review

Indie Asset Partners reduced its Vanguard Energy ETF (VDE) stake by 1.7% in Q2 2026, selling an estimated $39.7K and leaving 14,602 shares worth $2.19M. The position accounts for 2.1% of the portfolio, ranked #13.

Indie Asset Partners first reported a position in VDE in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.64M in Q1 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Indie Asset Partners held 14,602 shares of Vanguard Energy ETF worth $2.19M as of Q2 2026.
  • Indie Asset Partners sold 245 Vanguard Energy ETF shares in Q2 2026, an estimated $39.7K.
  • Vanguard Energy ETF made up 2.1% of Indie Asset Partners's portfolio in Q2 2026, its #13 holding.
  • Indie Asset Partners first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 21 quarters since.
  • Indie Asset Partners's Vanguard Energy ETF position peaked at $2.64M in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.