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

Principle Wealth 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 		$527K Sell
3,511
-393
-10% -$63.7K 0.03% 247
2026
Q1 		$676K Sell
3,904
-1,386
-26% -$210K 0.04% 210
2025
Q4 		$666K Hold
5,290
– – 0.04% 203
2025
Q3 		$666K Sell
5,290
-175
-3% -$21.5K 0.04% 200
2025
Q2 		$651K Buy
5,465
+1
+0% +$116 0.04% 207
2025
Q1 		$709K Sell
5,464
-267
-5% -$33.7K 0.05% 188
2024
Q4 		$695K Sell
5,731
-568
-9% -$72.3K 0.05% 187
2024
Q3 		$771K Sell
6,299
-144
-2% -$18K 0.05% 179
2024
Q2 		$822K Sell
6,443
-780
-11% -$102K 0.06% 171
2024
Q1 		$951K Sell
7,223
-1,886
-21% -$226K 0.07% 163
2023
Q4 		$1.07M Sell
9,109
-4,187
-31% -$502K 0.09% 151
2023
Q3 		$1.69M Buy
13,296
+253
+2% +$31K 0.17% 116
2023
Q2 		$1.47M Sell
13,043
-66,869
-84% -$7.53M 0.15% 117
2023
Q1 		$9.13M Buy
79,912
+5,314
+7% +$630K 0.98% 23
2022
Q4 		$9.05M Buy
74,598
+36
+0% +$4.38K 1.03% 19
2022
Q3 		$7.57M Buy
74,562
+15,772
+27% +$1.68M 0.71% 22
2022
Q2 		$5.85M Buy
58,790
+14,073
+31% +$1.57M 0.7% 32
2022
Q1 		$4.79M Buy
+44,717
New +$4.3M 0.5% 46
2020
Q3 		– Sell
-600
Closed -$30K – 415
2020
Q2 		$30K Buy
+600
New +$29.6K 0.01% 326
2019
Q3 		– Sell
-3,057
Closed -$260K – 169
2019
Q2 		$260K Sell
3,057
-660
-18% -$56.8K 0.13% 114
2019
Q1 		$332K Buy
3,717
+420
+13% +$36.5K 0.19% 93
2018
Q4 		$254K Buy
+3,297
New +$302K 0.21% 92

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principle Wealth Partners reduced its Vanguard Energy ETF (VDE) stake by 10% in Q2 2026, selling an estimated $63.7K and leaving 3,511 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #247.

Principle Wealth Partners first reported a position in VDE in Q4 2018 and has held it in 22 quarters since. The position peaked at $9.13M in Q1 2023. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Principle Wealth Partners held 3,511 shares of Vanguard Energy ETF worth $527K as of Q2 2026.
  • Principle Wealth Partners sold 393 Vanguard Energy ETF shares in Q2 2026, an estimated $63.7K.
  • Vanguard Energy ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • Principle Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 22 quarters since.
  • Principle Wealth Partners's Vanguard Energy ETF position peaked at $9.13M in Q1 2023.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.