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Nations Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Nations Financial Group’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 		$1.14M Sell
7,566
-150
-2% -$24.3K 0.05% 352
2026
Q1 		$1.34M Buy
7,716
+88
+1% +$13.3K 0.07% 299
2025
Q4 		$961K Buy
7,628
+114
+2% +$14.3K 0.05% 364
2025
Q3 		$946K Sell
7,514
-20
-0.3% -$2.46K 0.06% 331
2025
Q2 		$897K Buy
7,534
+527
+8% +$61.3K 0.06% 315
2025
Q1 		$909K Buy
7,007
+105
+2% +$13.3K 0.07% 292
2024
Q4 		$837K Buy
6,902
+124
+2% +$15.8K 0.06% 313
2024
Q3 		$830K Sell
6,778
-7
-0.1% -$876 0.06% 313
2024
Q2 		$866K Buy
6,785
+352
+5% +$45.8K 0.07% 287
2024
Q1 		$847K Buy
6,433
+616
+11% +$73.8K 0.07% 288
2023
Q4 		$682K Buy
5,817
+103
+2% +$12.3K 0.06% 310
2023
Q3 		$724K Sell
5,714
-119
-2% -$14.6K 0.07% 283
2023
Q2 		$659K Buy
5,833
+260
+5% +$29.3K 0.06% 317
2023
Q1 		$637K Buy
5,573
+6
+0.1% +$711 0.07% 306
2022
Q4 		$675K Sell
5,567
-3
-0.1% -$365 0.08% 289
2022
Q3 		$566K Buy
5,570
+4
+0.1% +$425 0.08% 265
2022
Q2 		$554K Hold
5,566
– – 0.07% 284
2022
Q1 		$596K Buy
5,566
+188
+3% +$18.1K 0.07% 289
2021
Q4 		$417K Buy
5,378
+291
+6% +$23.1K 0.05% 320
2021
Q3 		$376K Buy
5,087
+8
+0.2% +$558 0.06% 313
2021
Q2 		$386K Buy
5,079
+39
+0.8% +$2.83K 0.06% 295
2021
Q1 		$343K Buy
5,040
+437
+9% +$27.9K 0.08% 262
2020
Q4 		$239K Buy
+4,603
New +$215K 0.06% 292

Other funds holding VDE

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
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
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
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Nations Financial Group's VDE Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Energy ETF (VDE) stake by 1.9% in Q2 2026, selling an estimated $24.3K and leaving 7,566 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #352.

Nations Financial Group first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q1 2026. 226 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Nations Financial Group held 7,566 shares of Vanguard Energy ETF worth $1.14M as of Q2 2026.
  • Nations Financial Group sold 150 Vanguard Energy ETF shares in Q2 2026, an estimated $24.3K.
  • Vanguard Energy ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #352 holding.
  • Nations Financial Group first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Nations Financial Group's Vanguard Energy ETF position peaked at $1.34M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.