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Mount Yale Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Mount Yale 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 		$300K Sell
1,995
-115
-5% -$18.6K 0.01% 978
2026
Q1 		$365K Buy
+2,110
New +$319K 0.01% 816

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 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's VDE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 5.5% in Q2 2026, selling an estimated $18.6K and leaving 1,995 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #978.

Mount Yale Investment Advisors first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $365K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Mount Yale Investment Advisors held 1,995 shares of Vanguard Energy ETF worth $300K as of Q2 2026.
  • Mount Yale Investment Advisors sold 115 Vanguard Energy ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Energy ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #978 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Vanguard Energy ETF position peaked at $365K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.