Walkner Condon Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Walkner Condon Financial Advisors’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	$294K	Hold	1,957	–	–	0.03%	266
2026 Q1	$339K	Hold	1,957	–	–	0.04%	226
2025 Q4	$246K	Hold	1,957	–	–	0.03%	265
2025 Q3	$246K	Sell	1,957 -112	-5%	-$13.8K	0.04%	256
2025 Q2	$246K	Hold	2,069	–	–	0.05%	243
2025 Q1	$268K	Hold	2,069	–	–	0.05%	220
2024 Q4	$251K	Hold	2,069	–	–	0.05%	240
2024 Q3	$253K	Hold	2,069	–	–	0.05%	234
2024 Q2	$264K	Buy	2,069 +2	+0.1%	+$260	0.06%	216
2024 Q1	$272K	Buy	2,067 +112	+6%	+$13.4K	0.06%	224
2023 Q4	$229K	Hold	1,955	–	–	0.05%	237
2023 Q3	$248K	Hold	1,955	–	–	0.07%	215
2023 Q2	$221K	Sell	1,955 -30	-2%	-$3.38K	0.06%	223
2023 Q1	$227K	Sell	1,985 -200	-9%	-$23.7K	0.06%	211
2022 Q4	$265K	Hold	2,185	–	–	0.08%	188
2022 Q3	$222K	Sell	2,185 -80	-4%	-$8.51K	0.07%	200
2022 Q2	$225K	Buy	2,265 +40	+2%	+$4.47K	0.07%	198
2022 Q1	$238K	Buy	+2,225	New	+$214K	0.07%	193

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

Walkner Condon Financial Advisors's VDE Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 1,957 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #266.

Walkner Condon Financial Advisors first reported a position in VDE in Q1 2022 and has held it in 18 quarters since. The position peaked at $339K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Walkner Condon Financial Advisors held 1,957 shares of Vanguard Energy ETF worth $294K as of Q2 2026.
Walkner Condon Financial Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #266 holding.
Walkner Condon Financial Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 18 quarters since.
Walkner Condon Financial Advisors's Vanguard Energy ETF position peaked at $339K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.