Journey Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Journey Advisory Group’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	$4.82M	Buy	+32,074	New	+$5.2M	0.37%	79
2024 Q2	–	Sell	-2,133	Closed	-$281K	–	239
2024 Q1	$281K	Hold	2,133	–	–	0.03%	203
2023 Q4	$250K	Hold	2,133	–	–	0.03%	193
2023 Q3	$270K	Buy	2,133 +50	+2%	+$6.12K	0.04%	186
2023 Q2	$235K	Buy	2,083 +150	+8%	+$16.9K	0.04%	209
2023 Q1	$221K	Hold	1,933	–	–	0.03%	222
2022 Q4	$234K	Buy	+1,933	New	+$235K	0.06%	207

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

Journey Advisory Group's VDE Position: Q2 2026 in Review

Journey Advisory Group opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 32,074 shares worth $4.82M. The stake represents 0.37% of the portfolio and ranks #79 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in VDE as recently as Q1 2024.

Journey Advisory Group first reported a position in VDE in Q4 2022 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Journey Advisory Group held 32,074 shares of Vanguard Energy ETF worth $4.82M as of Q2 2026.
Vanguard Energy ETF was a new Journey Advisory Group position in Q2 2026.
Vanguard Energy ETF made up 0.37% of Journey Advisory Group's portfolio in Q2 2026, its #79 holding.
Journey Advisory Group first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 7 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.