Sequoia Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Sequoia 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 Q2	$495K	Sell	3,300 -194	-6%	-$31.4K	﹤0.01%	1349
2026 Q1	$605K	Sell	3,494 -540	-13%	-$81.7K	﹤0.01%	1166
2025 Q4	$508K	Sell	4,034 -524	-11%	-$65.8K	﹤0.01%	1271
2025 Q3	$574K	Buy	4,558 +599	+15%	+$73.7K	﹤0.01%	1067
2025 Q2	$472K	Buy	3,959 +481	+14%	+$56K	﹤0.01%	1026
2025 Q1	$451K	Sell	3,478 -589	-14%	-$74.4K	﹤0.01%	891
2024 Q4	$493K	Buy	4,067 +263	+7%	+$33.5K	﹤0.01%	808
2024 Q3	$466K	Sell	3,804 -570	-13%	-$71.3K	0.01%	778
2024 Q2	$558K	Sell	4,374 -894	-17%	-$116K	0.01%	654
2024 Q1	$694K	Buy	5,268 +1,349	+34%	+$162K	0.01%	584
2023 Q4	$460K	Buy	3,919 +289	+8%	+$34.6K	0.01%	763
2023 Q3	$460K	Buy	3,630 +7	+0.2%	+$857	0.01%	540
2023 Q2	$409K	Sell	3,623 -55	-1%	-$6.19K	0.01%	590
2023 Q1	$420K	Sell	3,678 -562	-13%	-$66.6K	0.01%	521
2022 Q4	$514K	Buy	4,240 +1,535	+57%	+$187K	0.01%	428
2022 Q3	$275K	Sell	2,705 -300	-10%	-$31.9K	0.01%	406
2022 Q2	$299K	Sell	3,005 -3,598	-54%	-$403K	0.01%	439
2022 Q1	$707K	Buy	6,603 +3,733	+130%	+$359K	0.02%	294
2021 Q4	$223K	Buy	+2,870	New	+$228K	0.01%	525

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 22.96% 1-Year Est. Return

Sequoia Financial Advisors's VDE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 5.6% in Q2 2026, selling an estimated $31.4K and leaving 3,300 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Sequoia Financial Advisors first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $707K in Q1 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Sequoia Financial Advisors held 3,300 shares of Vanguard Energy ETF worth $495K as of Q2 2026.
Sequoia Financial Advisors sold 194 Vanguard Energy ETF shares in Q2 2026, an estimated $31.4K.
Vanguard Energy ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1349 holding.
Sequoia Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
Sequoia Financial Advisors's Vanguard Energy ETF position peaked at $707K in Q1 2022.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.