RWP
VDE icon

RWA Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

RWA Wealth Partners’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
Q1 		$375K Buy
2,166
+54
+3% +$8.17K ﹤0.01% 498
2025
Q4 		$266K Buy
2,112
+47
+2% +$5.9K ﹤0.01% 547
2025
Q3 		$260K Buy
2,065
+5
+0.2% +$615 ﹤0.01% 552
2025
Q2 		$245K Sell
2,060
-2,409
-54% -$280K ﹤0.01% 546
2025
Q1 		$580K Buy
4,469
+993
+29% +$125K 0.01% 391
2024
Q4 		$422K Buy
3,476
+412
+13% +$52.5K 0.01% 434
2024
Q3 		$375K Buy
3,064
+915
+43% +$114K ﹤0.01% 442
2024
Q2 		$274K Buy
2,149
+100
+5% +$13K ﹤0.01% 470
2024
Q1 		$270K Sell
2,049
-194
-9% -$23.3K ﹤0.01% 474
2023
Q4 		$263K Buy
2,243
+13
+0.6% +$1.56K ﹤0.01% 458
2023
Q3 		$283K Buy
2,230
+8
+0.4% +$979 0.01% 332
2023
Q2 		$251K Buy
+2,222
New +$250K 0.01% 293
2018
Q3 		– Sell
-131
Closed -$14K – 677
2018
Q2 		$14K Buy
+131
New +$13.4K ﹤0.01% 580

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RWA Wealth Partners's VDE Position: Q1 2026 in Review

RWA Wealth Partners increased its Vanguard Energy ETF (VDE) stake by 2.6% in Q1 2026, buying an estimated $8.17K and bringing the position to 2,166 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

RWA Wealth Partners first reported a position in VDE in Q2 2018 and has held it in 13 quarters since. The position peaked at $580K in Q1 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • RWA Wealth Partners held 2,166 shares of Vanguard Energy ETF worth $375K as of Q1 2026.
  • RWA Wealth Partners bought 54 Vanguard Energy ETF shares in Q1 2026, an estimated $8.17K.
  • Vanguard Energy ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #498 holding.
  • RWA Wealth Partners first reported a position in Vanguard Energy ETF in Q2 2018 and has held it in 13 quarters since.
  • RWA Wealth Partners's Vanguard Energy ETF position peaked at $580K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.