Nova Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Nova Wealth Management’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	$14K	Sell	93 -24	-21%	-$3.89K	0.01%	366
2026 Q1	$20.2K	Buy	117 +85	+266%	+$12.9K	0.01%	304
2025 Q4	$4.03K	Hold	32	–	–	﹤0.01%	448
2025 Q3	$4.03K	Sell	32 -527	-94%	-$64.9K	﹤0.01%	438
2025 Q2	$66.6K	Sell	559 -121	-18%	-$14.1K	0.05%	189
2025 Q1	$88.2K	Sell	680 -934	-58%	-$118K	0.08%	160
2024 Q4	$196K	Buy	+1,614	New	+$206K	0.17%	106

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

Nova Wealth Management's VDE Position: Q2 2026 in Review

Nova Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 21% in Q2 2026, selling an estimated $3.89K and leaving 93 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #366.

Nova Wealth Management first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q4 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Nova Wealth Management held 93 shares of Vanguard Energy ETF worth $14K as of Q2 2026.
Nova Wealth Management sold 24 Vanguard Energy ETF shares in Q2 2026, an estimated $3.89K.
Vanguard Energy ETF made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #366 holding.
Nova Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Vanguard Energy ETF position peaked at $196K in Q4 2024.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.