SIS
VDE icon

Sound Income Strategies’s Vanguard Energy ETF VDE Stock Holding History

Sound Income Strategies’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 		$353K Buy
2,350
+208
+10% +$33.7K 0.02% 337
2026
Q1 		$357K Buy
2,142
+12
+0.6% +$1.81K 0.02% 297
2025
Q4 		$287K Buy
2,130
+1,826
+601% +$229K 0.01% 331
2025
Q3 		$37.7K Buy
304
+6
+2% +$739 ﹤0.01% 634
2025
Q2 		$35.5K Buy
298
+216
+263% +$25.1K ﹤0.01% 606
2025
Q1 		$10.6K Buy
82
+44
+116% +$5.56K ﹤0.01% 894
2024
Q4 		$4.61K Buy
38
+29
+322% +$3.69K ﹤0.01% 1004
2024
Q3 		$1.1K Buy
9
+3
+50% +$375 ﹤0.01% 1237
2024
Q2 		$825 Buy
+6
New +$781 ﹤0.01% 1230
2021
Q2 		– Sell
-368
Closed -$25K – 1049
2021
Q1 		$25K Hold
368
– – ﹤0.01% 321
2020
Q4 		$19K Hold
368
– – ﹤0.01% 328
2020
Q3 		$15K Hold
368
– – ﹤0.01% 340
2020
Q2 		$19K Sell
368
-99
-21% -$4.88K 0.01% 286
2020
Q1 		$18K Buy
467
+99
+27% +$6.28K 0.01% 266
2019
Q4 		$30K Hold
368
– – 0.01% 189
2019
Q3 		$29K Hold
368
– – 0.01% 169
2019
Q2 		$31K Sell
368
-215
-37% -$18.5K 0.01% 180
2019
Q1 		$52K Buy
583
+74
+15% +$6.42K 0.02% 122
2018
Q4 		$39K Hold
509
– – 0.02% 152
2018
Q3 		$54K Hold
509
– – 0.03% 126
2018
Q2 		$53K Buy
509
+454
+825% +$46.5K 0.03% 108
2018
Q1 		$5K Hold
55
– – ﹤0.01% 395
2017
Q4 		$5K Buy
+55
New +$5.17K ﹤0.01% 329

Other funds holding VDE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sound Income Strategies's VDE Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Energy ETF (VDE) stake by 9.7% in Q2 2026, buying an estimated $33.7K and bringing the position to 2,350 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #337.

Sound Income Strategies first reported a position in VDE in Q4 2017 and has held it in 23 quarters since. The position peaked at $357K in Q1 2026. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Sound Income Strategies held 2,350 shares of Vanguard Energy ETF worth $353K as of Q2 2026.
  • Sound Income Strategies bought 208 Vanguard Energy ETF shares in Q2 2026, an estimated $33.7K.
  • Vanguard Energy ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #337 holding.
  • Sound Income Strategies first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 23 quarters since.
  • Sound Income Strategies's Vanguard Energy ETF position peaked at $357K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.