Vermillion Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Vermillion 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
2026 Q2	$182K	Sell	1,215 -258	-18%	-$41.8K	0.04%	258
2026 Q1	$255K	Buy	1,473 +9	+0.6%	+$1.36K	0.1%	88
2025 Q4	$184K	Buy	1,464 +112	+8%	+$14.1K	0.07%	103
2025 Q3	$170K	Buy	1,352 +50	+4%	+$6.16K	0.05%	255
2025 Q2	$155K	Sell	1,302 -272	-17%	-$31.7K	0.07%	96
2025 Q1	$204K	Buy	1,574 +12	+0.8%	+$1.51K	0.06%	170
2024 Q4	$190K	Buy	+1,562	New	+$199K	0.1%	87

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

Vermillion Wealth Management's VDE Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 18% in Q2 2026, selling an estimated $41.8K and leaving 1,215 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #258.

Vermillion Wealth Management first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $255K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Vermillion Wealth Management held 1,215 shares of Vanguard Energy ETF worth $182K as of Q2 2026.
Vermillion Wealth Management sold 258 Vanguard Energy ETF shares in Q2 2026, an estimated $41.8K.
Vanguard Energy ETF made up 0.04% of Vermillion Wealth Management's portfolio in Q2 2026, its #258 holding.
Vermillion Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Vanguard Energy ETF position peaked at $255K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.