Tyler-Stone Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Tyler-Stone 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
2025 Q2	$1.08M	Buy	9,082 +735	+9%	+$85.5K	0.17%	109
2025 Q1	$1.08M	Buy	8,347 +1,092	+15%	+$138K	0.19%	101
2024 Q4	$880K	Buy	7,255 +439	+6%	+$55.9K	0.16%	119
2024 Q3	$835K	Buy	6,816 +3,655	+116%	+$457K	0.16%	127
2024 Q2	$403K	Buy	3,161 +192	+6%	+$25K	0.17%	118
2024 Q1	$391K	Buy	2,969 +18	+0.6%	+$2.16K	0.17%	117
2023 Q4	$346K	Buy	2,951 +59	+2%	+$7.07K	0.17%	114
2023 Q3	$367K	Sell	2,892 -37	-1%	-$4.53K	0.21%	98
2023 Q2	$331K	Buy	+2,929	New	+$330K	0.19%	107
2022 Q4	$354K	Buy	2,918 +62	+2%	+$7.55K	0.24%	90
2022 Q3	$290K	Hold	2,856	–	–	0.22%	98
2022 Q2	$284K	Buy	2,856 +25	+0.9%	+$2.8K	0.19%	110
2022 Q1	$303K	Buy	2,831 +215	+8%	+$20.7K	0.17%	125
2021 Q4	$203K	Buy	+2,616	New	+$208K	0.11%	181

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

Tyler-Stone Wealth Management's VDE Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard Energy ETF (VDE) stake by 8.8% in Q2 2025, buying an estimated $85.5K and bringing the position to 9,082 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #109.

Tyler-Stone Wealth Management first reported a position in VDE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2025. 647 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Tyler-Stone Wealth Management held 9,082 shares of Vanguard Energy ETF worth $1.08M as of Q2 2025.
Tyler-Stone Wealth Management bought 735 Vanguard Energy ETF shares in Q2 2025, an estimated $85.5K.
Vanguard Energy ETF made up 0.17% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #109 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Vanguard Energy ETF position peaked at $1.08M in Q1 2025.
647 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.