Madison Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Madison Wealth Partners’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	$974K	Buy	6,489 +165	+3%	+$26.7K	0.12%	94
2026 Q1	$1.09M	Buy	6,324 +55	+0.9%	+$8.32K	0.17%	60
2025 Q4	$789K	Buy	6,269 +267	+4%	+$33.5K	0.14%	70
2025 Q3	$755K	Buy	6,002 +351	+6%	+$43.2K	0.15%	69
2025 Q2	$673K	Buy	5,651 +44	+0.8%	+$5.12K	0.15%	72
2025 Q1	$727K	Buy	5,607 +40	+0.7%	+$5.05K	0.18%	64
2024 Q4	$675K	Buy	5,567 +94	+2%	+$12K	0.19%	67
2024 Q3	$670K	Buy	+5,473	New	+$685K	0.2%	66

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 22.9% 1-Year Est. Return

Madison Wealth Partners's VDE Position: Q2 2026 in Review

Madison Wealth Partners increased its Vanguard Energy ETF (VDE) stake by 2.6% in Q2 2026, buying an estimated $26.7K and bringing the position to 6,489 shares worth $974K. The position accounts for 0.12% of the portfolio, ranked #94.

Madison Wealth Partners first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Madison Wealth Partners held 6,489 shares of Vanguard Energy ETF worth $974K as of Q2 2026.
Madison Wealth Partners bought 165 Vanguard Energy ETF shares in Q2 2026, an estimated $26.7K.
Vanguard Energy ETF made up 0.12% of Madison Wealth Partners's portfolio in Q2 2026, its #94 holding.
Madison Wealth Partners first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Madison Wealth Partners's Vanguard Energy ETF position peaked at $1.09M in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.