Institute for Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Institute for 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	$652K	Sell	4,345 -3,912	-47%	-$634K	0.06%	275
2026 Q1	$1.43M	Buy	8,257 +975	+13%	+$147K	0.15%	149
2025 Q4	$917K	Buy	7,282 +400	+6%	+$50.2K	0.1%	209
2025 Q3	$866K	Buy	6,882 +4,450	+183%	+$548K	0.09%	221
2025 Q2	$290K	Sell	2,432 -3,842	-61%	-$447K	0.03%	446
2025 Q1	$814K	Sell	6,274 -365	-5%	-$46.1K	0.1%	222
2024 Q4	$805K	Sell	6,639 -340	-5%	-$43.3K	0.1%	213
2024 Q3	$855K	Sell	6,979 -593	-8%	-$74.2K	0.11%	205
2024 Q2	$966K	Buy	7,572 +59	+0.8%	+$7.68K	0.13%	170
2024 Q1	$989K	Buy	7,513 +238	+3%	+$28.5K	0.13%	172
2023 Q4	$853K	Sell	7,275 -368	-5%	-$44.1K	0.14%	174
2023 Q3	$969K	Buy	7,643 +654	+9%	+$80.1K	0.17%	147
2023 Q2	$789K	Sell	6,989 -255	-4%	-$28.7K	0.13%	186
2023 Q1	$827K	Buy	7,244 +38	+0.5%	+$4.5K	0.16%	165
2022 Q4	$874K	Sell	7,206 -407	-5%	-$49.5K	0.18%	155
2022 Q3	$773K	Sell	7,613 -8	-0.1%	-$851	0.17%	158
2022 Q2	$758K	Sell	7,621 -2,542	-25%	-$284K	0.15%	173
2022 Q1	$1.09M	Buy	10,163 +227	+2%	+$21.9K	0.18%	147
2021 Q4	$771K	Sell	9,936 -209	-2%	-$16.6K	0.13%	198
2021 Q3	$750K	Buy	10,145 +2,137	+27%	+$149K	0.13%	190
2021 Q2	$608K	Buy	8,008 +284	+4%	+$20.6K	0.11%	233
2021 Q1	$525K	Buy	+7,724	New	+$494K	0.1%	255
2020 Q1	–	Sell	-100	Closed	-$8K	–	664
2019 Q4	$8K	Buy	+100	New	+$7.78K	﹤0.01%	616
2018 Q3	–	Sell	-11,326	Closed	-$1.19M	–	216
2018 Q2	$1.19M	Buy	11,326 +7,573	+202%	+$775K	0.38%	90
2018 Q1	$349K	Buy	3,753 +382	+11%	+$37K	0.1%	221
2017 Q4	$355K	Buy	+3,371	New	+$317K	0.08%	276
2014 Q4	–	Sell	-22,953	Closed	-$3.05M	–	59
2014 Q3	$3.05M	Sell	22,953 -3,318	-13%	-$463K	2.9%	11
2014 Q2	$3.78M	Buy	26,271 +24,857	+1,758%	+$3.38M	3.27%	10
2014 Q1	$182K	Sell	1,414 -233	-14%	-$28.7K	0.16%	41
2013 Q4	$208K	Buy	+1,647	New	+$205K	0.15%	43

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

Institute for Wealth Management's VDE Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 47% in Q2 2026, selling an estimated $634K and leaving 4,345 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #275.

Institute for Wealth Management first reported a position in VDE in Q4 2013 and has held it in 30 quarters since. The position peaked at $3.78M in Q2 2014. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Institute for Wealth Management held 4,345 shares of Vanguard Energy ETF worth $652K as of Q2 2026.
Institute for Wealth Management sold 3,912 Vanguard Energy ETF shares in Q2 2026, an estimated $634K.
Vanguard Energy ETF made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #275 holding.
Institute for Wealth Management first reported a position in Vanguard Energy ETF in Q4 2013 and has held it in 30 quarters since.
Institute for Wealth Management's Vanguard Energy ETF position peaked at $3.78M in Q2 2014.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.