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NewEdge Wealth’s Vanguard Energy ETF VDE Stock Holding History

NewEdge Wealth’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 		$331K Buy
2,207
+978
+80% +$158K ﹤0.01% 1006
2026
Q1 		$213K Buy
+1,229
New +$186K ﹤0.01% 1075
2024
Q4 		– Sell
-1,706
Closed -$209K – 959
2024
Q3 		$209K Sell
1,706
-225
-12% -$28.1K ﹤0.01% 832
2024
Q2 		$246K Hold
1,931
– – 0.01% 682
2024
Q1 		$249K Hold
1,931
– – 0.01% 706
2023
Q4 		$226K Buy
+1,931
New +$231K 0.01% 681

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

NewEdge Wealth's VDE Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Energy ETF (VDE) stake by 80% in Q2 2026, buying an estimated $158K and bringing the position to 2,207 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

NewEdge Wealth first reported a position in VDE in Q4 2023 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • NewEdge Wealth held 2,207 shares of Vanguard Energy ETF worth $331K as of Q2 2026.
  • NewEdge Wealth bought 978 Vanguard Energy ETF shares in Q2 2026, an estimated $158K.
  • Vanguard Energy ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1006 holding.
  • NewEdge Wealth first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.