Wealth Enhancement Advisory Services
VDE icon

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

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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. 142 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.
  • 142 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.