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

Liberty 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	$245K	Hold	1,414	–	–	0.03%	234
2026 Q1	$245K	Buy	+1,414	New	+$214K	0.03%	234
2021 Q4	–	Sell	-1,465	Closed	-$113K	–	1061
2021 Q3	$113K	Buy	1,465 +585	+66%	+$40.8K	0.04%	271
2021 Q2	$67K	Sell	880 -155	-15%	-$11.2K	0.03%	272
2021 Q1	$56K	Hold	1,035	–	–	0.03%	264
2020 Q4	$56K	Sell	1,035 -31	-3%	-$1.45K	0.03%	262
2020 Q3	$43K	Hold	1,066	–	–	0.03%	257
2020 Q2	$54K	Sell	1,066 -1,181	-53%	-$58.3K	0.04%	214
2020 Q1	$86K	Sell	2,247 -68	-3%	-$4.32K	0.08%	156
2019 Q4	$189K	Sell	2,315 -248	-10%	-$19.3K	0.15%	108
2019 Q3	$200K	Sell	2,563 -40	-2%	-$3.2K	0.19%	95
2019 Q2	$221K	Sell	2,603 -58	-2%	-$4.99K	0.19%	100
2019 Q1	$237K	Buy	2,661 +1	+0%	+$87	0.18%	79
2018 Q4	$205K	Buy	+2,660	New	+$244K	0.15%	84

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

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

Liberty Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 1,414 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #234.

Liberty Wealth Management first reported a position in VDE in Q4 2018 and has held it in 14 quarters since. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Liberty Wealth Management held 1,414 shares of Vanguard Energy ETF worth $245K as of Q2 2026.
Liberty Wealth Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #234 holding.
Liberty Wealth Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 14 quarters since.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.