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

Merriman 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
2024 Q4	$1.95M	Buy	+16,063	New	+$2.05M	0.08%	64
2023 Q1	–	Sell	-20,420	Closed	-$2.48M	–	222
2022 Q4	$2.48M	Buy	+20,420	New	+$2.49M	0.13%	67
2022 Q2	–	Sell	-35,214	Closed	-$3.77M	–	207
2022 Q1	$3.77M	Buy	35,214 +942	+3%	+$90.7K	0.31%	37
2021 Q4	$2.66M	Buy	+34,272	New	+$2.73M	0.19%	61
2018 Q4	–	Sell	-25,948	Closed	-$2.73M	–	211
2018 Q3	$2.73M	Buy	+25,948	New	+$2.69M	0.58%	36

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merriman Wealth Management's VDE Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q4 2024: 16,063 shares worth $1.95M. The stake represents 0.08% of the portfolio and ranks #64 among its holdings. This is a return to the name: Merriman Wealth Management previously reported a position in VDE as recently as Q4 2022.

Merriman Wealth Management first reported a position in VDE in Q3 2018 and has held it in 5 quarters since. The position peaked at $3.77M in Q1 2022. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Merriman Wealth Management held 16,063 shares of Vanguard Energy ETF worth $1.95M as of Q4 2024.
Vanguard Energy ETF was a new Merriman Wealth Management position in Q4 2024.
Vanguard Energy ETF made up 0.08% of Merriman Wealth Management's portfolio in Q4 2024, its #64 holding.
Merriman Wealth Management first reported a position in Vanguard Energy ETF in Q3 2018 and has held it in 5 quarters since.
Merriman Wealth Management's Vanguard Energy ETF position peaked at $3.77M in Q1 2022.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.