Wealth Enhancement Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Wealth Enhancement Advisory Services’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	$4.23M	Sell	30,473 -2,641	-8%	-$428K	0.01%	1119
2026 Q1	$5.13M	Sell	33,114 -16,716	-34%	-$2.53M	0.01%	890
2025 Q4	$6.39M	Buy	49,830 +1,279	+3%	+$161K	0.01%	901
2025 Q3	$6.14M	Sell	48,551 -1,897	-4%	-$234K	0.01%	849
2025 Q2	$6.17M	Sell	50,448 -5,142	-9%	-$598K	0.01%	819
2025 Q1	$7.21M	Buy	55,590 +19,161	+53%	+$2.42M	0.01%	701
2024 Q4	$4.42M	Buy	36,429 +1,662	+5%	+$212K	0.01%	844
2024 Q3	$4.26M	Buy	34,767 +436	+1%	+$54.5K	0.01%	778
2024 Q2	$4.38M	Buy	34,331 +10,937	+47%	+$1.42M	0.01%	720
2024 Q1	$3.08M	Buy	23,394 +2,049	+10%	+$246K	0.01%	806
2023 Q4	$2.5M	Sell	21,345 -39,776	-65%	-$4.77M	0.01%	830
2023 Q3	$7.75M	Buy	+61,121	New	+$7.48M	0.03%	470

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

Wealth Enhancement Advisory Services's VDE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Energy ETF (VDE) stake by 8% in Q2 2026, selling an estimated $428K and leaving 30,473 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #1119.

Wealth Enhancement Advisory Services first reported a position in VDE in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.75M in Q3 2023. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Wealth Enhancement Advisory Services held 30,473 shares of Vanguard Energy ETF worth $4.23M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,641 Vanguard Energy ETF shares in Q2 2026, an estimated $428K.
Vanguard Energy ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1119 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Vanguard Energy ETF position peaked at $7.75M in Q3 2023.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.