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Wedmont Private Capital’s Vanguard Energy ETF VDE Stock Holding History

Wedmont Private Capital’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 		$722K Buy
4,643
+4
+0.1% +$648 0.02% 436
2026
Q1 		$764K Buy
4,639
+833
+22% +$126K 0.02% 374
2025
Q4 		$484K Buy
3,806
+20
+0.5% +$2.51K 0.02% 489
2025
Q3 		$479K Buy
3,786
+2
+0.1% +$246 0.02% 473
2025
Q2 		$467K Buy
3,784
+9
+0.2% +$1.05K 0.02% 449
2025
Q1 		$413K Sell
3,775
-5
-0.1% -$631 0.02% 432
2024
Q4 		$473K Sell
3,780
-91
-2% -$11.6K 0.02% 394
2024
Q3 		$506K Buy
3,871
+1,189
+44% +$149K 0.03% 351
2024
Q2 		$342K Buy
2,682
+103
+4% +$13.4K 0.02% 456
2024
Q1 		$350K Buy
2,579
+4
+0.2% +$480 0.03% 410
2023
Q4 		$301K Buy
2,575
+4
+0.2% +$479 0.02% 430
2023
Q3 		$320K Buy
2,571
+23
+0.9% +$2.82K 0.03% 362
2023
Q2 		$289K Buy
2,548
+4
+0.2% +$450 0.03% 383
2023
Q1 		$300K Buy
2,544
+239
+10% +$28.3K 0.04% 346
2022
Q4 		$278K Buy
2,305
+135
+6% +$16.4K 0.04% 351
2022
Q3 		$220K Hold
2,170
– – 0.04% 338
2022
Q2 		$216K Sell
2,170
-101
-4% -$11.3K 0.05% 305
2022
Q1 		$246K Buy
+2,271
New +$219K 0.05% 276

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wedmont Private Capital's VDE Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard Energy ETF (VDE) stake by 0.09% in Q2 2026, buying an estimated $648 and bringing the position to 4,643 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #436.

Wedmont Private Capital first reported a position in VDE in Q1 2022 and has held it in 18 quarters since. The position peaked at $764K in Q1 2026. 118 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Wedmont Private Capital held 4,643 shares of Vanguard Energy ETF worth $722K as of Q2 2026.
  • Wedmont Private Capital bought 4 Vanguard Energy ETF shares in Q2 2026, an estimated $648.
  • Vanguard Energy ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #436 holding.
  • Wedmont Private Capital first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's Vanguard Energy ETF position peaked at $764K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.