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

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

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. 760 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.
760 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.