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Resonant Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Resonant Capital Advisors’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 		$536K Hold
3,571
– – 0.03% 283
2026
Q1 		$618K Sell
3,571
-7,004
-66% -$1.06M 0.03% 233
2025
Q4 		$1.33M Sell
10,575
-410
-4% -$51.5K 0.07% 149
2025
Q3 		$1.38M Buy
10,985
+2
+0% +$246 0.08% 144
2025
Q2 		$1.31M Buy
10,983
+4,241
+63% +$494K 0.08% 143
2025
Q1 		$874K Buy
6,742
+115
+2% +$14.5K 0.06% 159
2024
Q4 		$804K Buy
6,627
+1,965
+42% +$250K 0.06% 162
2024
Q3 		$576K Sell
4,662
-25
-0.5% -$3.13K 0.04% 201
2024
Q2 		$602K Sell
4,687
-150
-3% -$19.5K 0.05% 186
2024
Q1 		$637K Buy
4,837
+142
+3% +$17K 0.05% 177
2023
Q4 		$551K Buy
4,695
+2,007
+75% +$241K 0.05% 176
2023
Q3 		$343K Buy
2,688
+245
+10% +$30K 0.04% 203
2023
Q2 		$278K Sell
2,443
-104
-4% -$11.7K 0.03% 219
2023
Q1 		$291K Buy
2,547
+184
+8% +$21.8K 0.03% 207
2022
Q4 		$287K Buy
+2,363
New +$288K 0.04% 219
2021
Q1 		– Sell
-17,207
Closed -$892K – 172
2020
Q4 		$892K Buy
+17,207
New +$804K 0.21% 83

Other funds holding VDE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Resonant Capital Advisors's VDE Position: Q2 2026 in Review

Resonant Capital Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 3,571 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #283.

Resonant Capital Advisors first reported a position in VDE in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.38M in Q3 2025. 356 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Resonant Capital Advisors held 3,571 shares of Vanguard Energy ETF worth $536K as of Q2 2026.
  • Resonant Capital Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #283 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 16 quarters since.
  • Resonant Capital Advisors's Vanguard Energy ETF position peaked at $1.38M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.