MWA
VDE icon

Motive Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Motive Wealth 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 		– Sell
-1,304
Closed -$226K – 100
2026
Q1 		$226K Buy
+1,304
New +$197K 0.11% 82

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Motive Wealth Advisors's VDE Position: Q2 2026 in Review

Motive Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,304 shares — an estimated $226K sold.

Motive Wealth Advisors first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 164 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Motive Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 1,304 Vanguard Energy ETF shares in Q2 2026, an estimated $226K.
  • Motive Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
  • Motive Wealth Advisors's Vanguard Energy ETF position peaked at $226K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.