Parr McKnight Wealth Management Group’s Vanguard Energy ETF VDE Stock Holding History

Parr McKnight Wealth Management 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	$363K	Buy	2,417 +1	+0%	+$162	0.04%	184
2026 Q1	$418K	Sell	2,416 -12	-0.5%	-$1.81K	0.05%	180
2025 Q4	$306K	Buy	2,428 +1	+0%	+$126	0.04%	210
2025 Q3	$305K	Buy	2,427 +1	+0%	+$123	0.04%	206
2025 Q2	$289K	Buy	2,426 +134	+6%	+$15.6K	0.04%	204
2025 Q1	$297K	Sell	2,292 -35	-2%	-$4.42K	0.04%	201
2024 Q4	$282K	Buy	+2,327	New	+$296K	0.04%	208

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 $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return

Parr McKnight Wealth Management Group's VDE Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Energy ETF (VDE) stake by 0.04% in Q2 2026, buying an estimated $162 and bringing the position to 2,417 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #184.

Parr McKnight Wealth Management Group first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Parr McKnight Wealth Management Group held 2,417 shares of Vanguard Energy ETF worth $363K as of Q2 2026.
Parr McKnight Wealth Management Group bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
Vanguard Energy ETF made up 0.04% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #184 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Vanguard Energy ETF position peaked at $418K in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.