&Partners’s Vanguard Energy ETF VDE Stock Holding History

&Partners’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	$1.17M	Sell	7,795 -110	-1%	-$17.8K	﹤0.01%	1322
2026 Q1	$1.37M	Buy	7,905 +893	+13%	+$135K	0.01%	1120
2025 Q4	$923K	Buy	7,012 +2,033	+41%	+$255K	﹤0.01%	1264
2025 Q3	$627K	Sell	4,979 -109	-2%	-$13.4K	﹤0.01%	1322
2025 Q2	$606K	Buy	5,088 +1,555	+44%	+$181K	﹤0.01%	1255
2025 Q1	$454K	Sell	3,533 -123	-3%	-$15.5K	﹤0.01%	1180
2024 Q4	$453K	Buy	3,656 +1,973	+117%	+$251K	0.01%	1118
2024 Q3	$206K	Buy	+1,683	New	+$211K	﹤0.01%	1292

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's VDE Position: Q2 2026 in Review

&Partners reduced its Vanguard Energy ETF (VDE) stake by 1.4% in Q2 2026, selling an estimated $17.8K and leaving 7,795 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

&Partners first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

&Partners held 7,795 shares of Vanguard Energy ETF worth $1.17M as of Q2 2026.
&Partners sold 110 Vanguard Energy ETF shares in Q2 2026, an estimated $17.8K.
Vanguard Energy ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1322 holding.
&Partners first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's Vanguard Energy ETF position peaked at $1.37M in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.