Kingsview Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Kingsview Wealth Management’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	$250K	Sell	1,666 -208	-11%	-$33.7K	﹤0.01%	1267
2026 Q1	$324K	Buy	1,874 +33	+2%	+$4.99K	﹤0.01%	1051
2025 Q4	$232K	Buy	1,841 +241	+15%	+$30.3K	﹤0.01%	1115
2025 Q3	$201K	Buy	+1,600	New	+$197K	﹤0.01%	1143
2025 Q2	–	Sell	-1,708	Closed	-$222K	–	1226
2025 Q1	$222K	Buy	+1,708	New	+$216K	﹤0.01%	1007

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

Kingsview Wealth Management's VDE Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 11% in Q2 2026, selling an estimated $33.7K and leaving 1,666 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Kingsview Wealth Management first reported a position in VDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $324K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Kingsview Wealth Management held 1,666 shares of Vanguard Energy ETF worth $250K as of Q2 2026.
Kingsview Wealth Management sold 208 Vanguard Energy ETF shares in Q2 2026, an estimated $33.7K.
Vanguard Energy ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1267 holding.
Kingsview Wealth Management first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 5 quarters since.
Kingsview Wealth Management's Vanguard Energy ETF position peaked at $324K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.