Welch Group’s Vanguard Energy ETF VDE Stock Holding History

Welch Group’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	$321K	Hold	2,141	–	–	0.01%	239
2026 Q1	$370K	Hold	2,141	–	–	0.01%	217
2025 Q4	$270K	Sell	2,141 -26	-1%	-$3.27K	0.01%	252
2025 Q3	$273K	Hold	2,167	–	–	0.01%	243
2025 Q2	$258K	Hold	2,167	–	–	0.01%	224
2025 Q1	$278K	Hold	2,167	–	–	0.01%	210
2024 Q4	$259K	Hold	2,167	–	–	0.01%	220
2024 Q3	$265K	Hold	2,167	–	–	0.01%	219
2024 Q2	$276K	Hold	2,167	–	–	0.01%	202
2024 Q1	$285K	Hold	2,167	–	–	0.01%	182
2023 Q4	$254K	Hold	2,167	–	–	0.01%	194
2023 Q3	$275K	Buy	2,167 +26	+1%	+$3.18K	0.02%	164
2023 Q2	$242K	Sell	2,141 -12	-0.6%	-$1.35K	0.01%	181
2023 Q1	$246K	Sell	2,153 -94	-4%	-$11.1K	0.01%	178
2022 Q4	$273K	Buy	+2,247	New	+$274K	0.02%	176
2021 Q1	–	Sell	-148,666	Closed	-$7.71M	–	192
2020 Q4	$7.71M	Buy	148,666 +117,158	+372%	+$5.48M	0.62%	34
2020 Q3	$1.27M	Buy	+31,508	New	+$1.5M	0.11%	56

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

Welch Group's VDE Position: Q2 2026 in Review

Welch Group held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 2,141 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #239.

Welch Group first reported a position in VDE in Q3 2020 and has held it in 17 quarters since. The position peaked at $7.71M in Q4 2020. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Welch Group held 2,141 shares of Vanguard Energy ETF worth $321K as of Q2 2026.
Welch Group left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #239 holding.
Welch Group first reported a position in Vanguard Energy ETF in Q3 2020 and has held it in 17 quarters since.
Welch Group's Vanguard Energy ETF position peaked at $7.71M in Q4 2020.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.