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

JFS 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 		$227K Hold
1,513
– – 0.01% 322
2026
Q1 		$262K Sell
1,513
-168
-10% -$25.4K 0.01% 290
2025
Q4 		$212K Hold
1,681
– – 0.01% 314
2025
Q3 		$212K Buy
1,681
+26
+2% +$3.2K 0.01% 319
2025
Q2 		$197K Sell
1,655
-414
-20% -$48.2K 0.01% 304
2025
Q1 		$268K Sell
2,069
-758
-27% -$95.7K 0.02% 271
2024
Q4 		$343K Buy
2,827
+1,577
+126% +$201K 0.02% 234
2024
Q3 		$153K Buy
+1,250
New +$156K 0.01% 319
2020
Q3 		– Sell
-720
Closed -$36K – 602
2020
Q2 		$36K Buy
+720
New +$35.5K 0.01% 256
2017
Q2 		– Sell
-20,302
Closed -$2.13M – 448
2017
Q1 		$2.13M Hold
20,302
– – 0.58% 46
2016
Q4 		$2.13M Buy
20,302
+2,612
+15% +$261K 0.58% 46
2016
Q3 		$1.73M Sell
17,690
-2,470
-12% -$235K 0.49% 55
2016
Q2 		$1.92M Buy
20,160
+2,846
+16% +$262K 0.53% 47
2016
Q1 		$1.49M Sell
17,314
-1,670
-9% -$134K 0.44% 55
2015
Q4 		$1.58M Buy
18,984
+17,259
+1,001% +$1.57M 0.45% 54
2015
Q3 		$146K Sell
1,725
-100
-5% -$9.49K 0.06% 129
2015
Q2 		$195K Hold
1,825
– – 0.1% 96
2015
Q1 		$199K Sell
1,825
-725
-28% -$79.2K 0.09% 90
2014
Q4 		$285K Buy
+2,550
New +$304K 0.05% 70

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

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

JFS Wealth Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 1,513 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #322.

JFS Wealth Advisors first reported a position in VDE in Q4 2014 and has held it in 19 quarters since. The position peaked at $2.13M in Q1 2017. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • JFS Wealth Advisors held 1,513 shares of Vanguard Energy ETF worth $227K as of Q2 2026.
  • JFS Wealth Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2014 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Vanguard Energy ETF position peaked at $2.13M in Q1 2017.
  • 755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.