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 Q2	$520K	Buy	3,467 +24	+0.7%	+$3.89K	0.04%	74
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 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

Verus Financial Partners's VDE Position: Q2 2026 in Review

Verus Financial Partners increased its Vanguard Energy ETF (VDE) stake by 0.7% in Q2 2026, buying an estimated $3.89K and bringing the position to 3,467 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #74.

Verus Financial Partners first reported a position in VDE in Q3 2022 and has held it in 16 quarters since. The position peaked at $554K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Verus Financial Partners held 3,467 shares of Vanguard Energy ETF worth $520K as of Q2 2026.
Verus Financial Partners bought 24 Vanguard Energy ETF shares in Q2 2026, an estimated $3.89K.
Vanguard Energy ETF made up 0.04% of Verus Financial Partners's portfolio in Q2 2026, its #74 holding.
Verus Financial Partners first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 16 quarters since.
Verus Financial Partners's Vanguard Energy ETF position peaked at $554K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.