Legacy Financial Group (Iowa)’s Vanguard Energy ETF VDE Stock Holding History

Legacy Financial Group (Iowa)’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
2025 Q2	–	Sell	-3,151	Closed	-$409K	–	116
2025 Q1	$409K	Buy	3,151 +13	+0.4%	+$1.64K	0.06%	80
2024 Q4	$381K	Buy	+3,138	New	+$400K	0.06%	81
2024 Q3	–	Sell	-3,549	Closed	-$453K	–	98
2024 Q2	$453K	Buy	3,549 +271	+8%	+$35.3K	0.09%	70
2024 Q1	$432K	Buy	+3,278	New	+$393K	0.09%	68
2023 Q4	–	Sell	-3,346	Closed	-$424K	–	491
2023 Q3	$424K	Buy	+3,346	New	+$410K	0.1%	67
2022 Q3	–	Sell	-12,215	Closed	-$1.22M	–	43
2022 Q2	$1.22M	Sell	12,215 -1,811	-13%	-$203K	0.38%	27
2022 Q1	$1.5M	Buy	+14,026	New	+$1.35M	0.44%	27
2021 Q4	–	Sell	-13,498	Closed	-$997K	–	56
2021 Q3	$997K	Sell	13,498 -21,105	-61%	-$1.47M	0.3%	40
2021 Q2	$2.63M	Buy	34,603 +22,329	+182%	+$1.62M	0.79%	23
2021 Q1	$835K	Buy	12,274 +524	+4%	+$33.5K	0.29%	39
2020 Q4	$609K	Buy	+11,750	New	+$549K	0.23%	44

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VDE Position: Q2 2025 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 3,151 shares — an estimated $409K sold.

Legacy Financial Group (Iowa) first reported a position in VDE in Q4 2020 and held it in 11 quarters. The position peaked at $2.63M in Q2 2021. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Legacy Financial Group (Iowa) reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 3,151 Vanguard Energy ETF shares in Q2 2025, an estimated $409K.
Legacy Financial Group (Iowa) first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 11 quarters.
Legacy Financial Group (Iowa)'s Vanguard Energy ETF position peaked at $2.63M in Q2 2021.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2025, filed 15 Jul 2025.