Vision Financial Markets’s Vanguard Energy ETF VDE Stock Holding History

Vision Financial Markets’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	$23.3K	Hold	156	–	–	0.02%	187
2026 Q1	$27K	Hold	156	–	–	0.03%	155
2025 Q4	$19.6K	Hold	156	–	–	0.02%	172
2025 Q3	$19.6K	Hold	156	–	–	0.02%	193
2025 Q2	$18.6K	Hold	156	–	–	0.02%	188
2025 Q1	$20.2K	Hold	156	–	–	0.02%	168
2024 Q4	$18.9K	Buy	+156	New	+$19.9K	0.02%	146

Other funds holding VDE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Vision Financial Markets's VDE Position: Q2 2026 in Review

Vision Financial Markets held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 156 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #187.

Vision Financial Markets first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $27K in Q1 2026. 385 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Vision Financial Markets held 156 shares of Vanguard Energy ETF worth $23.3K as of Q2 2026.
Vision Financial Markets left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #187 holding.
Vision Financial Markets first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Vanguard Energy ETF position peaked at $27K in Q1 2026.
385 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.