VSM Wealth Advisory’s Vanguard Energy ETF VDE Stock Holding History

VSM Wealth Advisory’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	$126K	Buy	840 +1	+0.1%	+$162	0.03%	141
2026 Q1	$145K	Buy	839 +1	+0.1%	+$151	0.04%	130
2025 Q4	$105K	Buy	838 +2	+0.2%	+$251	0.03%	138
2025 Q3	$105K	Buy	836 +1	+0.1%	+$123	0.03%	129
2025 Q2	$99.5K	Buy	835 +1	+0.1%	+$116	0.03%	138
2025 Q1	$108K	Buy	834 +1	+0.1%	+$126	0.04%	122
2024 Q4	$101K	Buy	+833	New	+$106K	0.04%	131

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

VSM Wealth Advisory's VDE Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Energy ETF (VDE) stake by 0.12% in Q2 2026, buying an estimated $162 and bringing the position to 840 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #141.

VSM Wealth Advisory first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

VSM Wealth Advisory held 840 shares of Vanguard Energy ETF worth $126K as of Q2 2026.
VSM Wealth Advisory bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
Vanguard Energy ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #141 holding.
VSM Wealth Advisory first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Energy ETF position peaked at $145K in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.