MFG
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Merit Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Merit Financial Group’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 		$1.39M Sell
9,286
-155
-2% -$25.1K 0.01% 906
2026
Q1 		$1.63M Buy
9,441
+1,120
+13% +$169K 0.01% 766
2025
Q4 		$1.05M Sell
8,321
-160
-2% -$20.1K 0.01% 936
2025
Q3 		$1.07M Sell
8,481
-38
-0.4% -$4.68K 0.01% 838
2025
Q2 		$1.01M Buy
8,519
+17
+0.2% +$1.98K 0.01% 779
2025
Q1 		$1.1M Sell
8,502
-623
-7% -$78.7K 0.02% 626
2024
Q4 		$1.11M Sell
9,125
-3,211
-26% -$409K 0.02% 483
2024
Q3 		$1.51M Sell
12,336
-1,689
-12% -$211K 0.03% 333
2024
Q2 		$1.79M Buy
14,025
+1,260
+10% +$164K 0.04% 289
2024
Q1 		$1.65M Buy
12,765
+10,821
+557% +$1.3M 0.04% 295
2023
Q4 		$228K Buy
1,944
+188
+11% +$22.5K 0.01% 689
2023
Q3 		$222K Sell
1,756
-119
-6% -$14.6K 0.01% 674
2023
Q2 		$212K Sell
1,875
-1,156
-38% -$130K 0.01% 691
2023
Q1 		$346K Sell
3,031
-368
-11% -$43.6K 0.01% 477
2022
Q4 		$412K Buy
3,399
+80
+2% +$9.74K 0.01% 469
2022
Q3 		$337K Buy
+3,319
New +$353K 0.01% 417

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

Merit Financial Group's VDE Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard Energy ETF (VDE) stake by 1.6% in Q2 2026, selling an estimated $25.1K and leaving 9,286 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #906.

Merit Financial Group first reported a position in VDE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.79M in Q2 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Merit Financial Group held 9,286 shares of Vanguard Energy ETF worth $1.39M as of Q2 2026.
  • Merit Financial Group sold 155 Vanguard Energy ETF shares in Q2 2026, an estimated $25.1K.
  • Vanguard Energy ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #906 holding.
  • Merit Financial Group first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 16 quarters since.
  • Merit Financial Group's Vanguard Energy ETF position peaked at $1.79M in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.