SHFA
VDE icon

SC&H Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

SC&H Financial 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
Q1 		$496K Buy
2,864
+4
+0.1% +$605 0.07% 92
2025
Q4 		$360K Buy
2,860
+7
+0.2% +$879 0.06% 107
2025
Q3 		$359K Buy
2,853
+5
+0.2% +$615 0.06% 104
2025
Q2 		$339K Buy
2,848
+6
+0.2% +$698 0.06% 108
2025
Q1 		$369K Hold
2,842
– – 0.07% 103
2024
Q4 		$345K Buy
2,842
+1
+0% +$127 0.07% 108
2024
Q3 		$348K Sell
2,841
-1,302
-31% -$163K 0.08% 110
2024
Q2 		$529K Hold
4,143
– – 0.13% 85
2024
Q1 		$546K Buy
4,143
+10
+0.2% +$1.2K 0.14% 85
2023
Q4 		$485K Buy
4,133
+21
+0.5% +$2.52K 0.14% 91
2023
Q3 		$521K Sell
4,112
-4,057
-50% -$497K 0.17% 84
2023
Q2 		$922K Sell
8,169
-10,679
-57% -$1.2M 0.3% 60
2023
Q1 		$2.15M Buy
18,848
+2,679
+17% +$318K 0.78% 25
2022
Q4 		$1.96M Buy
16,169
+1,772
+12% +$216K 0.81% 25
2022
Q3 		$1.46M Buy
14,397
+109
+0.8% +$11.6K 0.73% 30
2022
Q2 		$1.42M Buy
14,288
+4,297
+43% +$481K 0.66% 30
2022
Q1 		$1.07M Buy
9,991
+4,361
+77% +$420K 0.51% 43
2021
Q4 		$437K Buy
+5,630
New +$448K 0.24% 98

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return