Robertson Stephens Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Robertson Stephens 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	$628K	Sell	4,183 -30	-0.7%	-$4.86K	0.02%	404
2026 Q1	$729K	Buy	4,213 +60	+1%	+$9.08K	0.02%	354
2025 Q4	$523K	Buy	4,153 +858	+26%	+$108K	0.01%	419
2025 Q3	$415K	Sell	3,295 -30	-0.9%	-$3.69K	0.01%	389
2025 Q2	$396K	Buy	3,325 +4	+0.1%	+$466	0.01%	410
2025 Q1	$431K	Sell	3,321 -331	-9%	-$41.8K	0.01%	389
2024 Q4	$443K	Sell	3,652 -971	-21%	-$124K	0.02%	380
2024 Q3	$571K	Buy	4,623 +108	+2%	+$13.5K	0.02%	383
2024 Q2	$580K	Sell	4,515 -2,751	-38%	-$358K	0.03%	312
2024 Q1	$957K	Buy	7,266 +2,658	+58%	+$319K	0.05%	239
2023 Q4	$540K	Buy	4,608 +31	+0.7%	+$3.72K	0.03%	299
2023 Q3	$584K	Hold	4,577	–	–	0.04%	282
2023 Q2	$521K	Sell	4,577 -9,218	-67%	-$1.04M	0.04%	269
2023 Q1	$1.58M	Buy	13,795 +2	+0%	+$237	0.12%	150
2022 Q4	$1.67M	Buy	13,793 +5	+0%	+$609	0.16%	127
2022 Q3	$1.42M	Hold	13,788	–	–	0.15%	120
2022 Q2	$1.37M	Buy	+13,788	New	+$1.54M	0.13%	131

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 22.9% 1-Year Est. Return

Robertson Stephens Wealth Management's VDE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 0.71% in Q2 2026, selling an estimated $4.86K and leaving 4,183 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #404.

Robertson Stephens Wealth Management first reported a position in VDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.67M in Q4 2022. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Robertson Stephens Wealth Management held 4,183 shares of Vanguard Energy ETF worth $628K as of Q2 2026.
Robertson Stephens Wealth Management sold 30 Vanguard Energy ETF shares in Q2 2026, an estimated $4.86K.
Vanguard Energy ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #404 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's Vanguard Energy ETF position peaked at $1.67M in Q4 2022.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.