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John A. Wolfe & Associates’s Vanguard Energy ETF VDE Stock Holding History

John A. Wolfe & 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 		$721K Sell
4,804
-275
-5% -$44.5K 0.99% 19
2026
Q1 		$879K Buy
5,079
+110
+2% +$16.6K 1.35% 17
2025
Q4 		$626K Buy
+4,969
New +$624K 0.34% 22

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

John A. Wolfe & Associates's VDE Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Vanguard Energy ETF (VDE) stake by 5.4% in Q2 2026, selling an estimated $44.5K and leaving 4,804 shares worth $721K. The position accounts for 0.99% of the portfolio, ranked #19.

John A. Wolfe & Associates first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $879K in Q1 2026. 756 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • John A. Wolfe & Associates held 4,804 shares of Vanguard Energy ETF worth $721K as of Q2 2026.
  • John A. Wolfe & Associates sold 275 Vanguard Energy ETF shares in Q2 2026, an estimated $44.5K.
  • Vanguard Energy ETF made up 0.99% of John A. Wolfe & Associates's portfolio in Q2 2026, its #19 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's Vanguard Energy ETF position peaked at $879K in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.