N.E.W. Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

N.E.W. Advisory Services’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	$36.4K	Sell	242 -142	-37%	-$23K	﹤0.01%	425
2026 Q1	$66.4K	Buy	384 +255	+198%	+$38.6K	0.01%	328
2025 Q4	$16.2K	Sell	129 -48	-27%	-$6.03K	﹤0.01%	535
2025 Q3	$22.3K	Hold	177	–	–	﹤0.01%	444
2025 Q2	$21.1K	Sell	177 -634	-78%	-$73.8K	﹤0.01%	453
2025 Q1	$105K	Buy	+811	New	+$102K	0.01%	273
2020 Q4	–	Sell	-5,816	Closed	-$234K	–	136
2020 Q3	$234K	Sell	5,816 -1,545	-21%	-$73.5K	0.07%	86
2020 Q2	$370K	Buy	+7,361	New	+$363K	0.12%	69
2019 Q4	$359K	Buy	+4,416	New	+$344K	0.12%	67

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

N.E.W. Advisory Services's VDE Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Energy ETF (VDE) stake by 37% in Q2 2026, selling an estimated $23K and leaving 242 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

N.E.W. Advisory Services first reported a position in VDE in Q4 2019 and has held it in 9 quarters since. The position peaked at $370K in Q2 2020. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

N.E.W. Advisory Services held 242 shares of Vanguard Energy ETF worth $36.4K as of Q2 2026.
N.E.W. Advisory Services sold 142 Vanguard Energy ETF shares in Q2 2026, an estimated $23K.
Vanguard Energy ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #425 holding.
N.E.W. Advisory Services first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 9 quarters since.
N.E.W. Advisory Services's Vanguard Energy ETF position peaked at $370K in Q2 2020.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.