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Prospera Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Prospera Financial Services’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 		$6.79M Buy
45,175
+11,062
+32% +$1.79M 0.1% 221
2026
Q1 		$5.91M Buy
34,113
+941
+3% +$142K 0.1% 235
2025
Q4 		$4.18M Buy
33,172
+2,129
+7% +$267K 0.07% 283
2025
Q3 		$3.91M Sell
31,043
-988
-3% -$122K 0.07% 303
2025
Q2 		$3.82M Buy
32,031
+20,417
+176% +$2.38M 0.07% 288
2025
Q1 		$1.51M Buy
11,614
+807
+7% +$102K 0.03% 447
2024
Q4 		$1.31M Sell
10,807
-2,769
-20% -$353K 0.03% 470
2024
Q3 		$1.66M Buy
13,576
+7,515
+124% +$940K 0.04% 378
2024
Q2 		$774K Buy
6,061
+1,590
+36% +$207K 0.02% 573
2024
Q1 		$589K Sell
4,471
-7,458
-63% -$894K 0.02% 655
2023
Q4 		$1.4M Buy
11,929
+3,318
+39% +$398K 0.05% 384
2023
Q3 		$1.09M Buy
8,611
+337
+4% +$41.3K 0.04% 405
2023
Q2 		$934K Buy
8,274
+3,892
+89% +$438K 0.04% 435
2023
Q1 		$501K Sell
4,382
-3,582
-45% -$425K 0.02% 612
2022
Q4 		$966K Buy
7,964
+893
+13% +$109K 0.05% 366
2022
Q3 		$718K Hold
7,071
– – 0.04% 440
2022
Q2 		$703K Sell
7,071
-515
-7% -$57.6K 0.04% 445
2022
Q1 		$812K Buy
7,586
+3,249
+75% +$313K 0.03% 474
2021
Q4 		$337K Sell
4,337
-772
-15% -$61.4K 0.01% 678
2021
Q3 		$378K Buy
5,109
+898
+21% +$62.6K 0.02% 605
2021
Q2 		$319K Buy
+4,211
New +$305K 0.02% 641
2020
Q4 		– Sell
-2,165
Closed -$87K – 1536
2020
Q3 		$87K Buy
+2,165
New +$103K 0.03% 448

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

Prospera Financial Services's VDE Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Energy ETF (VDE) stake by 32% in Q2 2026, buying an estimated $1.79M and bringing the position to 45,175 shares worth $6.79M. The position accounts for 0.1% of the portfolio, ranked #221.

Prospera Financial Services first reported a position in VDE in Q3 2020 and has held it in 22 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Prospera Financial Services held 45,175 shares of Vanguard Energy ETF worth $6.79M as of Q2 2026.
  • Prospera Financial Services bought 11,062 Vanguard Energy ETF shares in Q2 2026, an estimated $1.79M.
  • Vanguard Energy ETF made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #221 holding.
  • Prospera Financial Services first reported a position in Vanguard Energy ETF in Q3 2020 and has held it in 22 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.