Wealthspire Advisors (New York)’s Vanguard Energy ETF VDE Stock Holding History

Wealthspire Advisors (New York)’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	$968K	Buy	6,448 +424	+7%	+$68.7K	0.01%	565
2026 Q1	$1.04M	Buy	6,024 +700	+13%	+$106K	0.01%	403
2025 Q4	$670K	Buy	5,324 +921	+21%	+$116K	0.01%	527
2025 Q3	$554K	Sell	4,403 -198	-4%	-$24.4K	﹤0.01%	508
2025 Q2	$548K	Hold	4,601	–	–	﹤0.01%	518
2025 Q1	$597K	Sell	4,601 -56	-1%	-$7.07K	﹤0.01%	475
2024 Q4	$565K	Buy	4,657 +2	+0%	+$255	0.01%	487
2024 Q3	$570K	Buy	4,655 +1	+0%	+$125	0.01%	464
2024 Q2	$594K	Buy	4,654 +729	+19%	+$94.9K	0.01%	396
2024 Q1	$517K	Sell	3,925 -1,395	-26%	-$167K	0.01%	423
2023 Q4	$624K	Buy	5,320 +1,235	+30%	+$148K	0.01%	385
2023 Q3	$518K	Buy	4,085 +6	+0.1%	+$735	0.01%	386
2023 Q2	$461K	Sell	4,079 -84	-2%	-$9.46K	0.01%	378
2023 Q1	$476K	Buy	4,163 +5	+0.1%	+$593	0.01%	364
2022 Q4	$504K	Sell	4,158 -263	-6%	-$32K	0.01%	363
2022 Q3	$449K	Buy	4,421 +400	+10%	+$42.5K	0.01%	352
2022 Q2	$400K	Buy	+4,021	New	+$450K	0.01%	351

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 $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s VDE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Energy ETF (VDE) stake by 7% in Q2 2026, buying an estimated $68.7K and bringing the position to 6,448 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #565.

Wealthspire Advisors (New York) first reported a position in VDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Wealthspire Advisors (New York) held 6,448 shares of Vanguard Energy ETF worth $968K as of Q2 2026.
Wealthspire Advisors (New York) bought 424 Vanguard Energy ETF shares in Q2 2026, an estimated $68.7K.
Vanguard Energy ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #565 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s Vanguard Energy ETF position peaked at $1.04M in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.