Strait & Sound Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Strait & Sound 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	$235K	Sell	1,565 -90	-5%	-$14.6K	0.08%	143
2026 Q1	$286K	Sell	1,655 -140	-8%	-$21.2K	0.11%	131
2025 Q4	$226K	Sell	1,795 -485	-21%	-$60.9K	0.08%	134
2025 Q3	$287K	Sell	2,280 -70	-3%	-$8.62K	0.11%	121
2025 Q2	$280K	Sell	2,350 -252	-10%	-$29.3K	0.12%	120
2025 Q1	$338K	Buy	2,602 +126	+5%	+$15.9K	0.16%	104
2024 Q4	$300K	Buy	2,476 +82	+3%	+$10.4K	0.14%	113
2024 Q3	$293K	Buy	+2,394	New	+$299K	0.14%	112

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strait & Sound Wealth Management's VDE Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 5.4% in Q2 2026, selling an estimated $14.6K and leaving 1,565 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #143.

Strait & Sound Wealth Management first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $338K in Q1 2025. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Strait & Sound Wealth Management held 1,565 shares of Vanguard Energy ETF worth $235K as of Q2 2026.
Strait & Sound Wealth Management sold 90 Vanguard Energy ETF shares in Q2 2026, an estimated $14.6K.
Vanguard Energy ETF made up 0.08% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #143 holding.
Strait & Sound Wealth Management first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Strait & Sound Wealth Management's Vanguard Energy ETF position peaked at $338K in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.