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

Spire 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 		$93.4K Sell
622
-291
-32% -$47.1K ﹤0.01% 997
2026
Q1 		$158K Buy
913
+260
+40% +$39.3K 0.01% 851
2025
Q4 		$82.3K Hold
653
– – ﹤0.01% 1042
2025
Q3 		$82.2K Hold
653
– – ﹤0.01% 1069
2025
Q2 		$77.8K Sell
653
-186
-22% -$21.6K ﹤0.01% 1063
2025
Q1 		$109K Buy
839
+186
+28% +$23.5K ﹤0.01% 1004
2024
Q4 		$79.2K Sell
653
-229
-26% -$29.2K ﹤0.01% 1118
2024
Q3 		$108K Sell
882
-304
-26% -$38K ﹤0.01% 890
2024
Q2 		$151K Sell
1,186
-416
-26% -$54.2K 0.01% 794
2024
Q1 		$211K Buy
1,602
+100
+7% +$12K ﹤0.01% 753
2023
Q4 		$168K Sell
1,502
-2,681
-64% -$321K 0.01% 814
2023
Q3 		$530K Buy
4,183
+1,368
+49% +$167K 0.02% 468
2023
Q2 		$318K Sell
2,815
-100
-3% -$11.3K 0.01% 601
2023
Q1 		$333K Buy
2,915
+1,606
+123% +$190K 0.01% 591
2022
Q4 		$159K Sell
1,309
-615
-32% -$74.9K 0.01% 608
2022
Q3 		$195K Sell
1,924
-21,257
-92% -$2.26M 0.01% 536
2022
Q2 		$2.31M Buy
23,181
+19,655
+557% +$2.2M 0.1% 183
2022
Q1 		$382K Sell
3,526
-716
-17% -$68.9K 0.01% 651
2021
Q4 		$329K Sell
4,242
-5,813
-58% -$462K 0.01% 869
2021
Q3 		$743K Buy
10,055
+442
+5% +$30.8K 0.02% 479
2021
Q2 		$726K Buy
9,613
+5,820
+153% +$422K 0.02% 508
2021
Q1 		$260K Buy
+3,793
New +$243K 0.01% 948

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

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

Spire Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 32% in Q2 2026, selling an estimated $47.1K and leaving 622 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Spire Wealth Management first reported a position in VDE in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.31M in Q2 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Spire Wealth Management held 622 shares of Vanguard Energy ETF worth $93.4K as of Q2 2026.
  • Spire Wealth Management sold 291 Vanguard Energy ETF shares in Q2 2026, an estimated $47.1K.
  • Vanguard Energy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #997 holding.
  • Spire Wealth Management first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Energy ETF position peaked at $2.31M in Q2 2022.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.