LOWM
VDE icon

Laurel Oak Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Laurel Oak 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 		$796K Buy
5,302
+70
+1% +$11.3K 0.12% 146
2026
Q1 		$905K Sell
5,232
-142
-3% -$21.5K 0.15% 121
2025
Q4 		$677K Buy
+5,374
New +$675K 0.11% 148

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

Laurel Oak Wealth Management's VDE Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Vanguard Energy ETF (VDE) stake by 1.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,302 shares worth $796K. The position accounts for 0.12% of the portfolio, ranked #146.

Laurel Oak Wealth Management first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $905K in Q1 2026. 756 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Laurel Oak Wealth Management held 5,302 shares of Vanguard Energy ETF worth $796K as of Q2 2026.
  • Laurel Oak Wealth Management bought 70 Vanguard Energy ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Energy ETF made up 0.12% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Vanguard Energy ETF position peaked at $905K in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.