Private Wealth Management Group’s Vanguard Energy ETF VDE Stock Holding History

Private Wealth Management Group’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	$141K	Hold	940	–	–	0.03%	136
2026 Q1	$163K	Sell	940 -102	-10%	-$15.4K	0.04%	97
2025 Q4	$131K	Buy	1,042 +859	+469%	+$108K	0.04%	108
2025 Q3	$23K	Hold	183	–	–	0.01%	299
2025 Q2	$21.8K	Hold	183	–	–	0.01%	285
2025 Q1	$23.7K	Hold	183	–	–	0.01%	263
2024 Q4	$22.2K	Buy	183 +2	+1%	+$255	0.01%	278
2024 Q3	$22.2K	Buy	181 +1	+0.6%	+$125	0.01%	265
2024 Q2	$22.9K	Buy	+180	New	+$23.4K	0.01%	257

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

Private Wealth Management Group's VDE Position: Q2 2026 in Review

Private Wealth Management Group held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 940 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #136.

Private Wealth Management Group first reported a position in VDE in Q2 2024 and has held it in 9 quarters since. The position peaked at $163K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Private Wealth Management Group held 940 shares of Vanguard Energy ETF worth $141K as of Q2 2026.
Private Wealth Management Group left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #136 holding.
Private Wealth Management Group first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 9 quarters since.
Private Wealth Management Group's Vanguard Energy ETF position peaked at $163K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.