MWM
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Magnolia Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Magnolia 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 		– Sell
-814
Closed -$141K – 189
2026
Q1 		$141K Buy
+814
New +$123K 0.08% 20

Other funds holding VDE

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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

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

Magnolia Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 814 shares — an estimated $141K sold.

Magnolia Wealth Management first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $141K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 814 Vanguard Energy ETF shares in Q2 2026, an estimated $141K.
  • Magnolia Wealth Management first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Vanguard Energy ETF position peaked at $141K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.