Uptown Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Uptown Financial Advisors’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	$3.8M	Sell	25,298 -230	-0.9%	-$37.3K	2.5%	12
2026 Q1	$4.42M	Buy	25,528 +575	+2%	+$87K	3.51%	9
2025 Q4	$3.14M	Buy	24,953 +893	+4%	+$112K	2.25%	13
2025 Q3	$3.03M	Buy	24,060 +315	+1%	+$38.8K	2.5%	13
2025 Q2	$2.83M	Buy	23,745 +2,483	+12%	+$289K	2.42%	14
2025 Q1	$2.76M	Buy	21,262 +361	+2%	+$45.6K	2.81%	11
2024 Q4	$2.54M	Buy	+20,901	New	+$2.66M	2.73%	10

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

Uptown Financial Advisors's VDE Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 0.9% in Q2 2026, selling an estimated $37.3K and leaving 25,298 shares worth $3.8M. The position accounts for 2.5% of the portfolio, ranked #12.

Uptown Financial Advisors first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Uptown Financial Advisors held 25,298 shares of Vanguard Energy ETF worth $3.8M as of Q2 2026.
Uptown Financial Advisors sold 230 Vanguard Energy ETF shares in Q2 2026, an estimated $37.3K.
Vanguard Energy ETF made up 2.5% of Uptown Financial Advisors's portfolio in Q2 2026, its #12 holding.
Uptown Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Vanguard Energy ETF position peaked at $4.42M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.