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

Modera 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 		$949K Sell
6,323
-100
-2% -$16.2K 0.01% 357
2026
Q1 		$1.11M Buy
6,423
+39
+0.6% +$5.9K 0.01% 316
2025
Q4 		$804K Buy
6,384
+357
+6% +$44.8K 0.01% 364
2025
Q3 		$759K Buy
6,027
+94
+2% +$11.6K 0.01% 381
2025
Q2 		$707K Buy
5,933
+28
+0.5% +$3.26K 0.01% 380
2025
Q1 		$766K Buy
5,905
+26
+0.4% +$3.28K 0.01% 360
2024
Q4 		$713K Sell
5,879
-256
-4% -$32.6K 0.01% 374
2024
Q3 		$751K Buy
6,135
+26
+0.4% +$3.25K 0.01% 350
2024
Q2 		$779K Buy
6,109
+62
+1% +$8.07K 0.01% 326
2024
Q1 		$796K Buy
6,047
+56
+0.9% +$6.71K 0.01% 325
2023
Q4 		$703K Sell
5,991
-600
-9% -$71.9K 0.01% 330
2023
Q3 		$835K Buy
6,591
+250
+4% +$30.6K 0.02% 299
2023
Q2 		$716K Buy
6,341
+817
+15% +$92K 0.01% 333
2023
Q1 		$631K Sell
5,524
-300
-5% -$35.6K 0.02% 193
2022
Q4 		$706K Buy
5,824
+510
+10% +$62.1K 0.03% 172
2022
Q3 		$540K Buy
5,314
+330
+7% +$35.1K 0.03% 177
2022
Q2 		$496K Sell
4,984
-6,573
-57% -$735K 0.02% 195
2022
Q1 		$1.24M Sell
11,557
-745
-6% -$71.7K 0.05% 141
2021
Q4 		$954K Buy
12,302
+2,097
+21% +$167K 0.04% 180
2021
Q3 		$754K Buy
10,205
+8
+0.1% +$558 0.04% 128
2021
Q2 		$774K Sell
10,197
-993
-9% -$72K 0.04% 121
2021
Q1 		$761K Sell
11,190
-383
-3% -$24.5K 0.05% 114
2020
Q4 		$601K Buy
+11,573
New +$541K 0.05% 124
2018
Q4 		– Sell
-3,881
Closed -$408K – 143
2018
Q3 		$408K Sell
3,881
-213
-5% -$22.1K 0.08% 85
2018
Q2 		$430K Sell
4,094
-1,215
-23% -$124K 0.09% 78
2018
Q1 		$490K Buy
5,309
+22
+0.4% +$2.13K 0.1% 70
2017
Q4 		$523K Sell
5,287
-178
-3% -$16.7K 0.11% 67
2017
Q3 		$511K Hold
5,465
– – 0.12% 67
2017
Q2 		$484K Buy
5,465
+281
+5% +$25.9K 0.12% 63
2017
Q1 		$501K Sell
5,184
-341
-6% -$34.1K 0.13% 61
2016
Q4 		$578K Sell
5,525
-491
-8% -$49.1K 0.2% 51
2016
Q3 		$588K Sell
6,016
-762
-11% -$72.4K 0.2% 48
2016
Q2 		$645K Sell
6,778
-469
-6% -$43.1K 0.23% 44
2016
Q1 		$622K Sell
7,247
-326
-4% -$26.1K 0.22% 46
2015
Q4 		$629K Sell
7,573
-529
-7% -$48.2K 0.25% 31
2015
Q3 		$687K Sell
8,102
-405
-5% -$38.4K 0.29% 29
2015
Q2 		$910K Sell
8,507
-467
-5% -$52.5K 0.36% 29
2015
Q1 		$981K Sell
8,974
-1,049
-10% -$115K 0.38% 29
2014
Q4 		$1.12M Sell
10,023
-1,985
-17% -$237K 0.43% 29
2014
Q3 		$1.57M Buy
12,008
+179
+2% +$25K 0.67% 19
2014
Q2 		$1.7M Sell
11,829
-852
-7% -$116K 0.77% 17
2014
Q1 		$1.63M Sell
12,681
-1,466
-10% -$181K 0.65% 17
2013
Q4 		$1.79M Sell
14,147
-2,711
-16% -$337K 0.68% 20
2013
Q3 		$2.01M Sell
16,858
-4,039
-19% -$477K 0.96% 14
2013
Q2 		$2.35M Buy
+20,897
New +$2.37M 1.21% 10

Other funds holding VDE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

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

Modera Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 1.6% in Q2 2026, selling an estimated $16.2K and leaving 6,323 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #357.

Modera Wealth Management first reported a position in VDE in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.35M in Q2 2013. 475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Modera Wealth Management held 6,323 shares of Vanguard Energy ETF worth $949K as of Q2 2026.
  • Modera Wealth Management sold 100 Vanguard Energy ETF shares in Q2 2026, an estimated $16.2K.
  • Vanguard Energy ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Modera Wealth Management first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 45 quarters since.
  • Modera Wealth Management's Vanguard Energy ETF position peaked at $2.35M in Q2 2013.
  • 475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.