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Moneta Group Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Moneta Group Investment Advisors’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 		$1.34M Sell
8,937
-108
-1% -$17.5K 0.01% 346
2026
Q1 		$1.57M Buy
9,045
+12
+0.1% +$1.81K 0.01% 299
2025
Q4 		$1.14M Sell
9,033
-131
-1% -$16.5K 0.01% 338
2025
Q3 		$1.15M Buy
9,164
+208
+2% +$25.6K 0.01% 329
2025
Q2 		$1.07M Sell
8,956
-218
-2% -$25.4K 0.01% 299
2025
Q1 		$1.19M Sell
9,174
-16
-0.2% -$2.02K 0.02% 267
2024
Q4 		$1.11M Buy
9,190
+26
+0.3% +$3.31K 0.02% 270
2024
Q3 		$1.12M Sell
9,164
-43
-0.5% -$5.38K 0.02% 269
2024
Q2 		$1.17M Buy
9,207
+80
+0.9% +$10.4K 0.02% 251
2024
Q1 		$1.2M Buy
9,127
+5,865
+180% +$703K 0.02% 240
2023
Q4 		$383K Buy
3,262
+313
+11% +$37.5K 0.01% 385
2023
Q3 		$374K Buy
2,949
+262
+10% +$32.1K 0.01% 366
2023
Q2 		$303K Sell
2,687
-284
-10% -$32K 0.01% 425
2023
Q1 		$339K Sell
2,971
-46
-2% -$5.45K 0.01% 394
2022
Q4 		$377K Sell
3,017
-1,610
-35% -$196K 0.01% 338
2022
Q3 		$470K Sell
4,627
-932
-17% -$99.1K 0.02% 286
2022
Q2 		$553K Buy
5,559
+888
+19% +$99.4K 0.02% 290
2022
Q1 		$500K Buy
4,671
+303
+7% +$29.2K 0.02% 290
2021
Q4 		$339K Buy
4,368
+11
+0.3% +$875 0.01% 359
2021
Q3 		$322K Sell
4,357
-5
-0.1% -$349 0.01% 353
2021
Q2 		$331K Sell
4,362
-697
-14% -$50.5K 0.02% 343
2021
Q1 		$344K Buy
+5,059
New +$323K 0.02% 306
2018
Q4 		– Sell
-3,461
Closed -$364K – 247
2018
Q3 		$364K Buy
+3,461
New +$359K 0.04% 164

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

Moneta Group Investment Advisors's VDE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 1.2% in Q2 2026, selling an estimated $17.5K and leaving 8,937 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #346.

Moneta Group Investment Advisors first reported a position in VDE in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.57M in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Moneta Group Investment Advisors held 8,937 shares of Vanguard Energy ETF worth $1.34M as of Q2 2026.
  • Moneta Group Investment Advisors sold 108 Vanguard Energy ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Energy ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #346 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Energy ETF in Q3 2018 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Vanguard Energy ETF position peaked at $1.57M in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.