Sound View Wealth Advisors Group’s Vanguard Energy ETF VDE Stock Holding History

Sound View Wealth Advisors Group’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	$488K	Buy	2,822 +470	+20%	+$71.1K	0.03%	270
2025 Q4	$296K	Buy	2,352 +250	+12%	+$31.4K	0.02%	354
2025 Q3	$265K	Hold	2,102	–	–	0.02%	369
2025 Q2	$250K	Hold	2,102	–	–	0.02%	374
2025 Q1	$273K	Hold	2,102	–	–	0.02%	351
2024 Q4	$255K	Buy	2,102 +100	+5%	+$12.7K	0.02%	366
2024 Q3	$245K	Sell	2,002 -400	-17%	-$50K	0.02%	368
2024 Q2	$306K	Hold	2,402	–	–	0.03%	298
2024 Q1	$316K	Sell	2,402 -300	-11%	-$36K	0.03%	300
2023 Q4	$317K	Buy	2,702 +188	+7%	+$22.5K	0.04%	292
2023 Q3	$319K	Hold	2,514	–	–	0.04%	278
2023 Q2	$284K	Sell	2,514 -2,450	-49%	-$276K	0.04%	297
2023 Q1	$567K	Buy	4,964 +2,262	+84%	+$268K	0.08%	202
2022 Q4	$317K	Buy	+2,702	New	+$329K	0.04%	292

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound View Wealth Advisors Group's VDE Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard Energy ETF (VDE) stake by 20% in Q1 2026, buying an estimated $71.1K and bringing the position to 2,822 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #270.

Sound View Wealth Advisors Group first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. The position peaked at $567K in Q1 2023. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Sound View Wealth Advisors Group held 2,822 shares of Vanguard Energy ETF worth $488K as of Q1 2026.
Sound View Wealth Advisors Group bought 470 Vanguard Energy ETF shares in Q1 2026, an estimated $71.1K.
Vanguard Energy ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #270 holding.
Sound View Wealth Advisors Group first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Vanguard Energy ETF position peaked at $567K in Q1 2023.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.