OneDigital Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

OneDigital Investment 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
2026 Q2	$862K	Sell	5,739 -2,010	-26%	-$326K	0.01%	805
2026 Q1	$1.34M	Buy	7,749 +2,529	+48%	+$383K	0.01%	593
2025 Q4	$657K	Sell	5,220 -2,586	-33%	-$325K	0.01%	838
2025 Q3	$982K	Buy	7,806 +4,500	+136%	+$554K	0.01%	658
2025 Q2	$394K	Buy	3,306 +36	+1%	+$4.19K	﹤0.01%	1010
2025 Q1	$424K	Buy	3,270 +10	+0.3%	+$1.26K	0.01%	920
2024 Q4	$395K	Sell	3,260 -1,842	-36%	-$235K	﹤0.01%	991
2024 Q3	$625K	Buy	5,102 +11	+0.2%	+$1.38K	0.01%	845
2024 Q2	$649K	Buy	5,091 +498	+11%	+$64.8K	0.01%	787
2024 Q1	$605K	Sell	4,593 -969	-17%	-$116K	0.01%	677
2023 Q4	$652K	Sell	5,562 -990	-15%	-$119K	0.01%	622
2023 Q3	$830K	Buy	6,552 +555	+9%	+$67.9K	0.02%	470
2023 Q2	$677K	Sell	5,997 -115	-2%	-$12.9K	0.02%	530
2023 Q1	$698K	Buy	6,112 +268	+5%	+$31.8K	0.02%	504
2022 Q4	$709K	Buy	5,844 +192	+3%	+$23.4K	0.02%	433
2022 Q3	$574K	Sell	5,652 -2,202	-28%	-$234K	0.02%	422
2022 Q2	$781K	Buy	7,854 +906	+13%	+$101K	0.03%	309
2022 Q1	$744K	Buy	6,948 +3,206	+86%	+$309K	0.03%	344
2021 Q4	$290K	Buy	+3,742	New	+$298K	0.01%	610
2020 Q1	–	Sell	-2,543	Closed	-$207K	–	630
2019 Q4	$207K	Sell	2,543 -734	-22%	-$57.1K	0.02%	514
2019 Q3	$256K	Sell	3,277 -1,408	-30%	-$113K	0.02%	427
2019 Q2	$398K	Buy	4,685 +3,262	+229%	+$281K	0.03%	290
2019 Q1	$127K	Buy	1,423 +1,255	+747%	+$109K	0.02%	341
2018 Q4	$13K	Buy	+168	New	+$15.4K	﹤0.01%	807
2018 Q3	–	Sell	-165	Closed	-$17K	–	1252
2018 Q2	$17K	Hold	165	–	–	﹤0.01%	881
2018 Q1	$15K	Buy	165 +1	+0.6%	+$97	﹤0.01%	916
2017 Q4	$16K	Buy	164 +3	+2%	+$282	﹤0.01%	876
2017 Q3	$15K	Hold	161	–	–	0.01%	736
2017 Q2	$14K	Buy	+161	New	+$14.9K	﹤0.01%	867

Other funds holding VDE

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

OneDigital Investment Advisors's VDE Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 26% in Q2 2026, selling an estimated $326K and leaving 5,739 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #805.

OneDigital Investment Advisors first reported a position in VDE in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.34M in Q1 2026. 541 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

OneDigital Investment Advisors held 5,739 shares of Vanguard Energy ETF worth $862K as of Q2 2026.
OneDigital Investment Advisors sold 2,010 Vanguard Energy ETF shares in Q2 2026, an estimated $326K.
Vanguard Energy ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #805 holding.
OneDigital Investment Advisors first reported a position in Vanguard Energy ETF in Q2 2017 and has held it in 29 quarters since.
OneDigital Investment Advisors's Vanguard Energy ETF position peaked at $1.34M in Q1 2026.
541 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.