J. M. Brown & Associates’s Vanguard Energy ETF VDE Stock Holding History

J. M. Brown & Associates’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	$3.05M	Buy	+20,287	New	+$3.29M	1.74%	12

Other funds holding VDE

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

J. M. Brown & Associates's VDE Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 20,287 shares worth $3.05M. The stake represents 1.74% of the portfolio and ranks #12 among its holdings.

728 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

J. M. Brown & Associates held 20,287 shares of Vanguard Energy ETF worth $3.05M as of Q2 2026.
Vanguard Energy ETF was a new J. M. Brown & Associates position in Q2 2026.
Vanguard Energy ETF made up 1.74% of J. M. Brown & Associates's portfolio in Q2 2026, its #12 holding.
728 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.