IP
VDE icon

Intellectus Partners’s Vanguard Energy ETF VDE Stock Holding History

Intellectus 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 		$369K Buy
2,455
+8
+0.3% +$1.3K 0.06% 232
2026
Q1 		$423K Sell
2,447
-93
-4% -$14.1K 0.09% 221
2025
Q4 		$320K Buy
2,540
+310
+14% +$38.9K 0.06% 232
2025
Q3 		$281K Buy
2,230
+9
+0.4% +$1.11K 0.05% 246
2025
Q2 		$265K Buy
2,221
+410
+23% +$47.7K 0.06% 241
2025
Q1 		$235K Buy
1,811
+8
+0.4% +$1.01K 0.06% 241
2024
Q4 		$219K Buy
1,803
+20
+1% +$2.55K 0.05% 252
2024
Q3 		$220K Buy
1,783
+8
+0.5% +$1K 0.06% 246
2024
Q2 		$228K Sell
1,775
-100
-5% -$13K 0.06% 235
2024
Q1 		$247K Buy
1,875
+9
+0.5% +$1.08K 0.06% 227
2023
Q4 		$219K Buy
1,866
+18
+1% +$2.16K 0.06% 230
2023
Q3 		$236K Buy
1,848
+9
+0.5% +$1.1K 0.07% 228
2023
Q2 		$209K Hold
1,839
– – 0.06% 239
2023
Q1 		$210K Sell
1,839
-90
-5% -$10.7K 0.07% 230
2022
Q4 		$234K Sell
1,929
-499
-21% -$60.7K 0.08% 222
2022
Q3 		$250K Sell
2,428
-800
-25% -$85.1K 0.09% 211
2022
Q2 		$321K Sell
3,228
-187
-5% -$20.9K 0.11% 195
2022
Q1 		$366K Sell
3,415
-139
-4% -$13.4K 0.11% 186
2021
Q4 		$276K Buy
3,554
+33
+0.9% +$2.63K 0.07% 223
2021
Q3 		$263K Hold
3,521
– – 0.06% 233
2021
Q2 		$267K Sell
3,521
-189
-5% -$13.7K 0.06% 242
2021
Q1 		$252K Buy
+3,710
New +$237K 0.07% 226
2017
Q3 		– Sell
-7
Closed -$1K – 807
2017
Q2 		$1K Buy
+7
New +$646 ﹤0.01% 747

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

Intellectus Partners's VDE Position: Q2 2026 in Review

Intellectus Partners increased its Vanguard Energy ETF (VDE) stake by 0.33% in Q2 2026, buying an estimated $1.3K and bringing the position to 2,455 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #232.

Intellectus Partners first reported a position in VDE in Q2 2017 and has held it in 23 quarters since. The position peaked at $423K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Intellectus Partners held 2,455 shares of Vanguard Energy ETF worth $369K as of Q2 2026.
  • Intellectus Partners bought 8 Vanguard Energy ETF shares in Q2 2026, an estimated $1.3K.
  • Vanguard Energy ETF made up 0.06% of Intellectus Partners's portfolio in Q2 2026, its #232 holding.
  • Intellectus Partners first reported a position in Vanguard Energy ETF in Q2 2017 and has held it in 23 quarters since.
  • Intellectus Partners's Vanguard Energy ETF position peaked at $423K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.