SSWM
VDE icon

Sheets Smith Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Sheets Smith 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 		$866K Sell
5,768
-285
-5% -$46.2K 0.09% 225
2026
Q1 		$1.05M Buy
6,053
+28
+0.5% +$4.24K 0.12% 184
2025
Q4 		$759K Sell
6,025
-298
-5% -$37.4K 0.08% 221
2025
Q3 		$796K Buy
6,323
+148
+2% +$18.2K 0.09% 211
2025
Q2 		$736K Sell
6,175
-146
-2% -$17K 0.09% 217
2025
Q1 		$820K Sell
6,321
-324
-5% -$40.9K 0.1% 183
2024
Q4 		$806K Sell
6,645
-150
-2% -$19.1K 0.1% 182
2024
Q3 		$832K Sell
6,795
-3,989
-37% -$499K 0.1% 175
2024
Q2 		$1.38M Buy
10,784
+3,590
+50% +$467K 0.16% 129
2024
Q1 		$947K Buy
7,194
+649
+10% +$77.8K 0.11% 171
2023
Q4 		$768K Sell
6,545
-28
-0.4% -$3.36K 0.11% 160
2023
Q3 		$833K Buy
6,573
+363
+6% +$44.4K 0.13% 149
2023
Q2 		$701K Buy
6,210
+14
+0.2% +$1.58K 0.1% 172
2023
Q1 		$708K Sell
6,196
-22
-0.4% -$2.61K 0.11% 165
2022
Q4 		$754K Buy
6,218
+1,045
+20% +$127K 0.12% 155
2022
Q3 		$525K Sell
5,173
-198
-4% -$21.1K 0.09% 180
2022
Q2 		$534K Buy
5,371
+323
+6% +$36.1K 0.09% 176
2022
Q1 		$540K Sell
5,048
-130
-3% -$12.5K 0.07% 206
2021
Q4 		$402K Buy
5,178
+173
+3% +$13.8K 0.05% 260
2021
Q3 		$370K Buy
+5,005
New +$349K 0.05% 265

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

Sheets Smith Wealth Management's VDE Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 4.7% in Q2 2026, selling an estimated $46.2K and leaving 5,768 shares worth $866K. The position accounts for 0.09% of the portfolio, ranked #225.

Sheets Smith Wealth Management first reported a position in VDE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q2 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Sheets Smith Wealth Management held 5,768 shares of Vanguard Energy ETF worth $866K as of Q2 2026.
  • Sheets Smith Wealth Management sold 285 Vanguard Energy ETF shares in Q2 2026, an estimated $46.2K.
  • Vanguard Energy ETF made up 0.09% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Sheets Smith Wealth Management first reported a position in Vanguard Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • Sheets Smith Wealth Management's Vanguard Energy ETF position peaked at $1.38M in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.