United Advisor Group’s Vanguard Energy ETF VDE Stock Holding History

United Advisor 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
2026 Q2	$467K	Buy	3,112 +39	+1%	+$6.32K	0.05%	332
2026 Q1	$532K	Sell	3,073 -58	-2%	-$8.77K	0.07%	272
2025 Q4	$394K	Sell	3,131 -2,181	-41%	-$274K	0.05%	323
2025 Q3	$669K	Buy	5,312 +1,456	+38%	+$179K	0.09%	221
2025 Q2	$459K	Buy	3,856 +609	+19%	+$70.9K	0.08%	235
2025 Q1	$421K	Buy	3,247 +115	+4%	+$14.5K	0.09%	214
2024 Q4	$380K	Buy	+3,132	New	+$399K	0.08%	243

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

United Advisor Group's VDE Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Energy ETF (VDE) stake by 1.3% in Q2 2026, buying an estimated $6.32K and bringing the position to 3,112 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #332.

United Advisor Group first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q3 2025. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

United Advisor Group held 3,112 shares of Vanguard Energy ETF worth $467K as of Q2 2026.
United Advisor Group bought 39 Vanguard Energy ETF shares in Q2 2026, an estimated $6.32K.
Vanguard Energy ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #332 holding.
United Advisor Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's Vanguard Energy ETF position peaked at $669K in Q3 2025.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.