Evelyn Partners Group Ltd’s Vanguard Energy ETF VDE Stock Holding History

Evelyn Partners Group Ltd’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	$1.32M	Buy	+10,306	New	+$1.67M	﹤0.01%	164

Other funds holding VDE

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

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Evelyn Partners Group Ltd's VDE Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 10,306 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #164 among its holdings.

475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Evelyn Partners Group Ltd held 10,306 shares of Vanguard Energy ETF worth $1.32M as of Q2 2026.
Vanguard Energy ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #164 holding.
475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.