PWM
VDE icon

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

Partners 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 		$1.65M Buy
11,012
+1
+0% +$162 1.62% 13
2026
Q1 		$1.91M Sell
11,011
-44
-0.4% -$6.66K 1.96% 11
2025
Q4 		$1.39M Sell
11,055
-79
-0.7% -$9.92K 1.45% 16
2025
Q3 		$1.4M Sell
11,134
-1,433
-11% -$176K 1.38% 16
2025
Q2 		$1.64M Hold
12,567
– – 1.86% 11
2025
Q1 		$1.63M Sell
12,567
-150
-1% -$18.9K 1.85% 11
2024
Q4 		$1.54M Buy
+12,717
New +$1.62M 1.76% 14

Other funds holding VDE

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

Partners Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.01% in Q2 2026, buying an estimated $162 and bringing the position to 11,012 shares worth $1.65M. The position accounts for 1.62% of the portfolio, ranked #13.

Partners Wealth Management first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q1 2026. 204 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Partners Wealth Management held 11,012 shares of Vanguard Energy ETF worth $1.65M as of Q2 2026.
  • Partners Wealth Management bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
  • Vanguard Energy ETF made up 1.62% of Partners Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Partners Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's Vanguard Energy ETF position peaked at $1.91M in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.