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Oak Hill Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$201K Buy
+1,600
New +$197K 0.04% 146
2025
Q2 		– Sell
-1,600
Closed -$208K – 149
2025
Q1 		$208K Buy
+1,600
New +$202K 0.05% 136

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Hill Wealth Advisors's VDE Position: Q3 2025 in Review

Oak Hill Wealth Advisors opened a new position in Vanguard Energy ETF (VDE) in Q3 2025: 1,600 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Oak Hill Wealth Advisors previously reported a position in VDE as recently as Q1 2025.

Oak Hill Wealth Advisors first reported a position in VDE in Q1 2025 and has held it in 2 quarters since. The position peaked at $208K in Q1 2025. 635 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Oak Hill Wealth Advisors held 1,600 shares of Vanguard Energy ETF worth $201K as of Q3 2025.
  • Vanguard Energy ETF was a new Oak Hill Wealth Advisors position in Q3 2025.
  • Vanguard Energy ETF made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #146 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 2 quarters since.
  • Oak Hill Wealth Advisors's Vanguard Energy ETF position peaked at $208K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.