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Ritholtz Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Ritholtz Wealth Management’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 		$249K Buy
1,655
+154
+10% +$24.9K ﹤0.01% 1144
2026
Q1 		$260K Buy
+1,501
New +$227K ﹤0.01% 1036
2022
Q4 		– Sell
-2,664
Closed -$271K – 740
2022
Q3 		$271K Buy
+2,664
New +$283K 0.01% 575

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

Ritholtz Wealth Management's VDE Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard Energy ETF (VDE) stake by 10% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,655 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Ritholtz Wealth Management first reported a position in VDE in Q3 2022 and has held it in 3 quarters since. The position peaked at $271K in Q3 2022. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Ritholtz Wealth Management held 1,655 shares of Vanguard Energy ETF worth $249K as of Q2 2026.
  • Ritholtz Wealth Management bought 154 Vanguard Energy ETF shares in Q2 2026, an estimated $24.9K.
  • Vanguard Energy ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1144 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Vanguard Energy ETF position peaked at $271K in Q3 2022.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.