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

Kingswood 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	$573K	Sell	3,816 -64	-2%	-$10.4K	0.02%	573
2026 Q1	$671K	Hold	3,880	–	–	0.03%	474
2025 Q4	$489K	Buy	3,880 +1,977	+104%	+$248K	0.02%	532
2025 Q3	$240K	Buy	1,903 +34	+2%	+$4.18K	0.01%	708
2025 Q2	$223K	Sell	1,869 -69	-4%	-$8.03K	0.02%	667
2025 Q1	$252K	Sell	1,938 -1,472	-43%	-$186K	0.02%	606
2024 Q4	$414K	Buy	+3,410	New	+$434K	0.03%	501
2024 Q2	–	Sell	-1,687	Closed	-$222K	–	712
2024 Q1	$222K	Buy	+1,687	New	+$202K	0.03%	558
2023 Q3	–	Sell	-1,803	Closed	-$204K	–	476
2023 Q2	$204K	Buy	+1,803	New	+$203K	0.06%	248

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

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

Kingswood Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 3,816 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #573.

Kingswood Wealth Advisors first reported a position in VDE in Q2 2023 and has held it in 9 quarters since. The position peaked at $671K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Kingswood Wealth Advisors held 3,816 shares of Vanguard Energy ETF worth $573K as of Q2 2026.
Kingswood Wealth Advisors sold 64 Vanguard Energy ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Energy ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #573 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Vanguard Energy ETF position peaked at $671K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.