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Integrated Wealth Management (Ohio)’s Vanguard Energy ETF VDE Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-1,396
Closed -$242K – 106
2026
Q1 		$242K Buy
+1,396
New +$211K 0.28% 86

Other funds holding VDE

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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 22.9% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s VDE Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,396 shares — an estimated $242K sold.

Integrated Wealth Management (Ohio) first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 1,396 Vanguard Energy ETF shares in Q2 2026, an estimated $242K.
  • Integrated Wealth Management (Ohio) first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s Vanguard Energy ETF position peaked at $242K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.