IVC Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

IVC Wealth Advisors’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	$592K	Sell	3,940 -300	-7%	-$48.6K	0.23%	78
2026 Q1	$734K	Hold	4,240	–	–	0.32%	59
2025 Q4	$534K	Sell	4,240 -320	-7%	-$40.2K	0.23%	82
2025 Q3	$574K	Sell	4,560 -450	-9%	-$55.4K	0.26%	72
2025 Q2	$597K	Sell	5,010 -350	-7%	-$40.7K	0.29%	65
2025 Q1	$695K	Buy	5,360 +750	+16%	+$94.7K	0.37%	57
2024 Q4	$559K	Hold	4,610	–	–	0.31%	66
2024 Q3	$565K	Buy	4,610 +400	+10%	+$50K	0.31%	71
2024 Q2	$537K	Hold	4,210	–	–	0.3%	78
2024 Q1	$554K	Sell	4,210 -175	-4%	-$21K	0.32%	75
2023 Q4	$514K	Buy	4,385 +680	+18%	+$81.5K	0.32%	74
2023 Q3	$470K	Hold	3,705	–	–	0.31%	80
2023 Q2	$418K	Hold	3,705	–	–	0.26%	91
2023 Q1	$423K	Hold	3,705	–	–	0.3%	84
2022 Q4	$449K	Hold	3,705	–	–	0.33%	77
2022 Q3	$376K	Hold	3,705	–	–	0.3%	80
2022 Q2	$369K	Sell	3,705 -105	-3%	-$11.7K	0.29%	89
2022 Q1	$408K	Hold	3,810	–	–	0.27%	95
2021 Q4	$296K	Buy	3,810 +20	+0.5%	+$1.59K	0.19%	109
2021 Q3	$280K	Buy	3,790 +175	+5%	+$12.2K	0.19%	111
2021 Q2	$274K	Buy	3,615 +148	+4%	+$10.7K	0.19%	114
2021 Q1	$236K	Buy	+3,467	New	+$222K	0.19%	108

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

IVC Wealth Advisors's VDE Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 7.1% in Q2 2026, selling an estimated $48.6K and leaving 3,940 shares worth $592K. The position accounts for 0.23% of the portfolio, ranked #78.

IVC Wealth Advisors first reported a position in VDE in Q1 2021 and has held it in 22 quarters since. The position peaked at $734K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

IVC Wealth Advisors held 3,940 shares of Vanguard Energy ETF worth $592K as of Q2 2026.
IVC Wealth Advisors sold 300 Vanguard Energy ETF shares in Q2 2026, an estimated $48.6K.
Vanguard Energy ETF made up 0.23% of IVC Wealth Advisors's portfolio in Q2 2026, its #78 holding.
IVC Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 22 quarters since.
IVC Wealth Advisors's Vanguard Energy ETF position peaked at $734K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.