Verus Financial Partners’s Vanguard Energy ETF VDE Stock Holding History

Verus Financial Partners’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 Q1	$554K	Buy	3,443 +19	+0.6%	+$2.87K	0.05%	72
2025 Q4	$475K	Buy	3,424 +28	+0.8%	+$3.52K	0.04%	72
2025 Q3	$427K	Buy	3,396 +26	+0.8%	+$3.2K	0.04%	78
2025 Q2	$416K	Buy	3,370 +26	+0.8%	+$3.03K	0.04%	74
2025 Q1	$367K	Buy	3,344 +24	+0.7%	+$3.03K	0.04%	67
2024 Q4	$415K	Buy	3,320 +27	+0.8%	+$3.44K	0.05%	60
2024 Q3	$412K	Buy	3,293 +52	+2%	+$6.5K	0.05%	60
2024 Q2	$414K	Hold	3,241	–	–	0.05%	62
2024 Q1	$427K	Buy	3,241 +23	+0.7%	+$2.76K	0.05%	60
2023 Q4	$379K	Buy	3,218 +28	+0.9%	+$3.36K	0.05%	68
2023 Q3	$401K	Buy	3,190 +23	+0.7%	+$2.82K	0.05%	60
2023 Q2	$381K	Buy	3,167 +1,295	+69%	+$146K	0.05%	64
2023 Q1	$201K	Sell	1,872 -532	-22%	-$63.1K	0.03%	102
2022 Q4	$300K	Buy	2,404 +631	+36%	+$76.8K	0.04%	74
2022 Q3	$204K	Buy	+1,773	New	+$189K	0.03%	100

Other funds holding VDE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return