UBS Group
VDE icon

UBS Group’s Vanguard Energy ETF VDE Stock Holding History

UBS 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
2022
Q3 		– Sell
-200
Closed -$20K – 10967
2022
Q2 		$20K Buy
+200
New +$22.4K ﹤0.01% 6886

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group's VDE Position: Q2 2026 in Review

UBS Group reduced its Vanguard Energy ETF (VDE) stake by 3.9% in Q2 2026, selling an estimated $6.46M and leaving 985,243 shares worth $148M. The position accounts for 0.02% of the portfolio, ranked #857.

UBS Group first reported a position in VDE in Q4 2014 and has held it in 47 quarters since. The position peaked at $262M in Q4 2023. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • UBS Group held 985,243 shares of Vanguard Energy ETF worth $148M as of Q2 2026.
  • UBS Group sold 39,872 Vanguard Energy ETF shares in Q2 2026, an estimated $6.46M.
  • Vanguard Energy ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #857 holding.
  • UBS Group first reported a position in Vanguard Energy ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Vanguard Energy ETF position peaked at $262M in Q4 2023.
  • 764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.