WWM
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Walser Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Walser Wealth Management’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 		– Sell
-6,024
Closed -$1.04M – 239
2026
Q1 		$1.04M Buy
6,024
+1,317
+28% +$199K 0.47% 44
2025
Q4 		$593K Buy
+4,707
New +$591K 0.31% 57

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walser Wealth Management's VDE Position: Q2 2026 in Review

Walser Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 6,024 shares — an estimated $1.04M sold.

Walser Wealth Management first reported a position in VDE in Q4 2025 and held it in 2 quarters. The position peaked at $1.04M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Walser Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 6,024 Vanguard Energy ETF shares in Q2 2026, an estimated $1.04M.
  • Walser Wealth Management first reported a position in Vanguard Energy ETF in Q4 2025 and held it in 2 quarters.
  • Walser Wealth Management's Vanguard Energy ETF position peaked at $1.04M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.