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Laurel Wealth Advisors (North Carolina)’s Vanguard Energy ETF VDE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$315K Hold
2,100
– – 0.03% 175
2026
Q1 		$333K Hold
2,100
– – 0.03% 167
2025
Q4 		$264K Buy
+2,100
New +$264K 0.04% 174
2025
Q3 		– Sell
-2,100
Closed -$250K – 185
2025
Q2 		$250K Hold
2,100
– – 0.04% 177
2025
Q1 		$272K Hold
2,100
– – 0.04% 155
2024
Q4 		$255K Hold
2,100
– – 0.04% 159
2024
Q3 		$257K Hold
2,100
– – 0.04% 162
2024
Q2 		$268K Hold
2,100
– – 0.05% 155
2024
Q1 		$277K Hold
2,100
– – 0.05% 153
2023
Q4 		$246K Hold
2,100
– – 0.05% 158
2023
Q3 		$266K Hold
2,100
– – 0.06% 148
2023
Q2 		$237K Hold
2,100
– – 0.05% 158
2023
Q1 		$240K Hold
2,100
– – 0.05% 158
2022
Q4 		$255K Hold
2,100
– – 0.06% 146
2022
Q3 		$213K Hold
2,100
– – 0.05% 154
2022
Q2 		$209K Hold
2,100
– – 0.05% 153
2022
Q1 		$225K Hold
2,100
– – 0.05% 159
2021
Q4 		$163K Hold
2,100
– – 0.03% 182
2021
Q3 		$155K Sell
2,100
-250
-11% -$17.4K 0.03% 185
2021
Q2 		$178K Hold
2,350
– – 0.04% 176
2021
Q1 		$160K Buy
2,350
+200
+9% +$12.8K 0.04% 172
2020
Q4 		$111K Sell
2,150
-70
-3% -$3.27K 0.03% 186
2020
Q3 		$89K Sell
2,220
-240
-10% -$11.4K 0.03% 190
2020
Q2 		$124K Hold
2,460
– – 0.04% 162
2020
Q1 		$94K Buy
2,460
+2,100
+583% +$133K 0.04% 169
2019
Q4 		$29K Buy
360
+210
+140% +$16.3K 0.01% 294
2019
Q3 		$12K Hold
150
– – ﹤0.01% 371
2019
Q2 		$13K Hold
150
– – ﹤0.01% 353
2019
Q1 		$13K Hold
150
– – ﹤0.01% 344
2018
Q4 		$12K Buy
+150
New +$13.7K ﹤0.01% 336

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VDE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 2,100 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #175.

Laurel Wealth Advisors (North Carolina) first reported a position in VDE in Q4 2018 and has held it in 30 quarters since. The position peaked at $333K in Q1 2026. 127 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 2,100 shares of Vanguard Energy ETF worth $315K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #175 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 30 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Energy ETF position peaked at $333K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.