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McKinley Carter Wealth Services’s Vanguard Energy ETF VDE Stock Holding History

McKinley Carter Wealth Services’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 		$268K Sell
1,788
-5,845
-77% -$947K 0.01% 290
2026
Q1 		$1.32M Sell
7,633
-577
-7% -$87.3K 0.08% 152
2025
Q4 		$1.03M Sell
8,210
-46,401
-85% -$5.83M 0.06% 175
2025
Q3 		$6.87M Buy
54,611
+3,372
+7% +$415K 0.36% 59
2025
Q2 		$6.1M Buy
51,239
+166
+0.3% +$19.3K 0.34% 61
2025
Q1 		$6.62M Buy
51,073
+735
+1% +$92.8K 0.41% 52
2024
Q4 		$6.11M Buy
50,338
+1,321
+3% +$168K 0.37% 62
2024
Q3 		$6M Buy
49,017
+1,128
+2% +$141K 0.36% 59
2024
Q2 		$6.11M Buy
47,889
+2,743
+6% +$357K 0.39% 59
2024
Q1 		$5.95M Buy
45,146
+3,792
+9% +$455K 0.4% 60
2023
Q4 		$4.85M Buy
41,354
+776
+2% +$93K 0.35% 63
2023
Q3 		$5.14M Buy
40,578
+633
+2% +$77.5K 0.41% 55
2023
Q2 		$4.51M Buy
39,945
+993
+3% +$112K 0.34% 58
2023
Q1 		$4.45M Buy
38,952
+3,917
+11% +$464K 0.35% 60
2022
Q4 		$4.25M Buy
35,035
+3,843
+12% +$468K 0.36% 60
2022
Q3 		$3.17M Buy
31,192
+24,617
+374% +$2.62M 0.29% 67
2022
Q2 		$654K Buy
+6,575
New +$736K 0.06% 170
2018
Q2 		– Sell
-37
Closed -$3K – 371
2018
Q1 		$3K Buy
+37
New +$3.58K ﹤0.01% 415

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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

McKinley Carter Wealth Services's VDE Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Energy ETF (VDE) stake by 77% in Q2 2026, selling an estimated $947K and leaving 1,788 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #290.

McKinley Carter Wealth Services first reported a position in VDE in Q1 2018 and has held it in 18 quarters since. The position peaked at $6.87M in Q3 2025. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • McKinley Carter Wealth Services held 1,788 shares of Vanguard Energy ETF worth $268K as of Q2 2026.
  • McKinley Carter Wealth Services sold 5,845 Vanguard Energy ETF shares in Q2 2026, an estimated $947K.
  • Vanguard Energy ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #290 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Energy ETF in Q1 2018 and has held it in 18 quarters since.
  • McKinley Carter Wealth Services's Vanguard Energy ETF position peaked at $6.87M in Q3 2025.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.