SWM
VDE icon

SHP Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

SHP 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 		$35.3K Sell
235
-185
-44% -$30K ﹤0.01% 630
2026
Q1 		$72.5K Sell
420
-393
-48% -$59.5K 0.01% 434
2025
Q4 		$103K Buy
+813
New +$102K 0.01% 346

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 22.9% 1-Year Est. Return

SHP Wealth Management's VDE Position: Q2 2026 in Review

SHP Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 44% in Q2 2026, selling an estimated $30K and leaving 235 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

SHP Wealth Management first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • SHP Wealth Management held 235 shares of Vanguard Energy ETF worth $35.3K as of Q2 2026.
  • SHP Wealth Management sold 185 Vanguard Energy ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Energy ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #630 holding.
  • SHP Wealth Management first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Vanguard Energy ETF position peaked at $103K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.