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Private Wealth Advisors (California)’s Vanguard Energy ETF VDE Stock Holding History

Private Wealth Advisors (California)’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 		$2.1M Sell
13,983
-242
-2% -$39.2K 0.54% 50
2026
Q1 		$2.46M Sell
14,225
-92
-0.6% -$13.9K 0.69% 43
2025
Q4 		$1.8M Sell
14,317
-134
-0.9% -$16.8K 0.58% 49
2025
Q3 		$1.82M Buy
14,451
+19
+0.1% +$2.34K 0.61% 44
2025
Q2 		$1.72M Buy
14,432
+169
+1% +$19.7K 0.63% 46
2025
Q1 		$1.85M Buy
14,263
+42
+0.3% +$5.3K 0.67% 42
2024
Q4 		$1.73M Sell
14,221
-71
-0.5% -$9.04K 0.68% 42
2024
Q3 		$1.79M Sell
14,292
-38
-0.3% -$4.75K 0.69% 44
2024
Q2 		$1.83M Sell
14,330
-40
-0.3% -$5.21K 0.7% 44
2024
Q1 		$1.89M Sell
14,370
-253
-2% -$30.3K 0.77% 40
2023
Q4 		$1.71M Sell
14,623
-504
-3% -$60.4K 0.67% 38
2023
Q3 		$1.92M Buy
15,127
+19
+0.1% +$2.33K 0.81% 35
2023
Q2 		$1.71M Sell
15,108
-46
-0.3% -$5.18K 0.7% 35
2023
Q1 		$1.73M Sell
15,154
-683
-4% -$81K 0.73% 36
2022
Q4 		$1.92M Sell
15,837
-30
-0.2% -$3.65K 0.65% 36
2022
Q3 		$1.61M Sell
15,867
-32
-0.2% -$3.4K 0.75% 33
2022
Q2 		$1.75M Sell
15,899
-895
-5% -$100K 0.64% 38
2022
Q1 		$1.8M Sell
16,794
-508
-3% -$48.9K 0.57% 36
2021
Q4 		$1.34M Buy
17,302
+103
+0.6% +$8.19K 0.29% 49
2021
Q3 		$1.34M Sell
17,199
-6,497
-27% -$453K 0.32% 53
2021
Q2 		$1.8M Buy
23,696
+79
+0.3% +$5.73K 0.55% 37
2021
Q1 		$1.61M Sell
23,617
-2,322
-9% -$148K 0.54% 35
2020
Q4 		$1.54M Buy
+25,939
New +$1.21M 0.53% 31

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

Private Wealth Advisors (California)'s VDE Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Vanguard Energy ETF (VDE) stake by 1.7% in Q2 2026, selling an estimated $39.2K and leaving 13,983 shares worth $2.1M. The position accounts for 0.54% of the portfolio, ranked #50.

Private Wealth Advisors (California) first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.46M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Private Wealth Advisors (California) held 13,983 shares of Vanguard Energy ETF worth $2.1M as of Q2 2026.
  • Private Wealth Advisors (California) sold 242 Vanguard Energy ETF shares in Q2 2026, an estimated $39.2K.
  • Vanguard Energy ETF made up 0.54% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #50 holding.
  • Private Wealth Advisors (California) first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Private Wealth Advisors (California)'s Vanguard Energy ETF position peaked at $2.46M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.