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Waypoint Wealth Counsel’s Vanguard Energy ETF VDE Stock Holding History

Waypoint Wealth Counsel’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 		$235K Buy
1,567
+1
+0.1% +$162 0.15% 121
2026
Q1 		$271K Buy
+1,566
New +$237K 0.14% 163

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

Waypoint Wealth Counsel's VDE Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Vanguard Energy ETF (VDE) stake by 0.06% in Q2 2026, buying an estimated $162 and bringing the position to 1,567 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #121.

Waypoint Wealth Counsel first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 761 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Waypoint Wealth Counsel held 1,567 shares of Vanguard Energy ETF worth $235K as of Q2 2026.
  • Waypoint Wealth Counsel bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
  • Vanguard Energy ETF made up 0.15% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #121 holding.
  • Waypoint Wealth Counsel first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Waypoint Wealth Counsel's Vanguard Energy ETF position peaked at $271K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.