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

Mission 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 		$3.11M Buy
20,738
+9,687
+88% +$1.57M 0.04% 241
2026
Q1 		$1.91M Sell
11,051
-80
-0.7% -$12.1K 0.04% 222
2025
Q4 		$1.4M Sell
11,131
-187
-2% -$23.5K 0.03% 272
2025
Q3 		$1.42M Buy
11,318
+407
+4% +$50.1K 0.03% 266
2025
Q2 		$1.3M Buy
10,911
+3,462
+46% +$403K 0.03% 279
2025
Q1 		$966K Buy
7,449
+24
+0.3% +$3.03K 0.02% 311
2024
Q4 		$901K Sell
7,425
-120
-2% -$15.3K 0.02% 312
2024
Q3 		$924K Sell
7,545
-587
-7% -$73.4K 0.02% 311
2024
Q2 		$1.04M Sell
8,132
-973
-11% -$127K 0.03% 261
2024
Q1 		$1.2M Buy
9,105
+1,467
+19% +$176K 0.03% 255
2023
Q4 		$896K Sell
7,638
-163
-2% -$19.5K 0.03% 261
2023
Q3 		$989K Sell
7,801
-124
-2% -$15.2K 0.04% 222
2023
Q2 		$895K Sell
7,925
-82
-1% -$9.23K 0.03% 240
2023
Q1 		$915K Buy
8,007
+3,628
+83% +$430K 0.04% 229
2022
Q4 		$531K Buy
4,379
+391
+10% +$47.6K 0.03% 307
2022
Q3 		$405K Buy
3,988
+42
+1% +$4.47K 0.02% 330
2022
Q2 		$392K Sell
3,946
-205
-5% -$22.9K 0.02% 352
2022
Q1 		$444K Sell
4,151
-32
-0.8% -$3.08K 0.02% 336
2021
Q4 		$325K Sell
4,183
-349
-8% -$27.8K 0.01% 414
2021
Q3 		$335K Sell
4,532
-1,319
-23% -$92K 0.02% 384
2021
Q2 		$444K Buy
5,851
+1,893
+48% +$137K 0.02% 305
2021
Q1 		$269K Buy
+3,958
New +$253K 0.02% 384
2017
Q2 		– Sell
-2,652
Closed -$256K – 203
2017
Q1 		$256K Buy
+2,652
New +$265K 0.05% 146
2016
Q4 		– Sell
-11,380
Closed -$1.11M – 182
2016
Q3 		$1.11M Buy
11,380
+500
+5% +$47.5K 0.27% 45
2016
Q2 		$1.03M Hold
10,880
– – 0.28% 41
2016
Q1 		$934K Buy
+10,880
New +$871K 0.25% 48

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

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

Mission Wealth Management increased its Vanguard Energy ETF (VDE) stake by 88% in Q2 2026, buying an estimated $1.57M and bringing the position to 20,738 shares worth $3.11M. The position accounts for 0.04% of the portfolio, ranked #241.

Mission Wealth Management first reported a position in VDE in Q1 2016 and has held it in 26 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Mission Wealth Management held 20,738 shares of Vanguard Energy ETF worth $3.11M as of Q2 2026.
  • Mission Wealth Management bought 9,687 Vanguard Energy ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard Energy ETF made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Mission Wealth Management first reported a position in Vanguard Energy ETF in Q1 2016 and has held it in 26 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.