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Wealthcare Capital Partners’s Vanguard Energy ETF VDE Stock Holding History

Wealthcare Capital Partners’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 		$250K Buy
1,665
+150
+10% +$24.3K 0.1% 145
2026
Q1 		$262K Buy
+1,515
New +$229K 0.12% 130

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Wealthcare Capital Partners's VDE Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Vanguard Energy ETF (VDE) stake by 9.9% in Q2 2026, buying an estimated $24.3K and bringing the position to 1,665 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #145.

Wealthcare Capital Partners first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $262K in Q1 2026. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Wealthcare Capital Partners held 1,665 shares of Vanguard Energy ETF worth $250K as of Q2 2026.
  • Wealthcare Capital Partners bought 150 Vanguard Energy ETF shares in Q2 2026, an estimated $24.3K.
  • Vanguard Energy ETF made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #145 holding.
  • Wealthcare Capital Partners first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Wealthcare Capital Partners's Vanguard Energy ETF position peaked at $262K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.