Western Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Western Wealth Management’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	$678K	Buy	4,515 +12	+0.3%	+$1.94K	0.02%	590
2026 Q1	$779K	Buy	4,503 +104	+2%	+$15.7K	0.03%	516
2025 Q4	$554K	Buy	4,399 +654	+17%	+$82.1K	0.03%	494
2025 Q3	$471K	Sell	3,745 -63	-2%	-$7.75K	0.02%	457
2025 Q2	$454K	Sell	3,808 -338	-8%	-$39.3K	0.03%	438
2025 Q1	$538K	Buy	4,146 +7	+0.2%	+$884	0.04%	368
2024 Q4	$502K	Sell	4,139 -325	-7%	-$41.4K	0.03%	461
2024 Q3	$547K	Sell	4,464 -3	-0.1%	-$375	0.03%	443
2024 Q2	$570K	Buy	4,467 +246	+6%	+$32K	0.04%	335
2024 Q1	$556K	Sell	4,221 -288	-6%	-$34.5K	0.04%	344
2023 Q4	$529K	Buy	4,509 +373	+9%	+$44.7K	0.04%	400
2023 Q3	$524K	Buy	4,136 +382	+10%	+$46.8K	0.04%	378
2023 Q2	$424K	Buy	3,754 +37	+1%	+$4.17K	0.04%	418
2023 Q1	$425K	Buy	3,717 +272	+8%	+$32.2K	0.04%	408
2022 Q4	$418K	Sell	3,445 -1,110	-24%	-$135K	0.04%	375
2022 Q3	$463K	Sell	4,555 -548	-11%	-$58.3K	0.03%	512
2022 Q2	$507K	Sell	5,103 -1,015	-17%	-$114K	0.03%	476
2022 Q1	$654K	Buy	6,118 +3,557	+139%	+$342K	0.03%	449
2021 Q4	$200K	Buy	+2,561	New	+$204K	0.02%	582
2021 Q2	$222K	Sell	2,946 -588	-17%	-$42.6K	0.02%	575
2021 Q1	$240K	Buy	+3,534	New	+$226K	0.03%	464
2020 Q1	–	Sell	-2,504	Closed	-$204K	–	424
2019 Q4	$204K	Sell	2,504 -81	-3%	-$6.3K	0.03%	384
2019 Q3	$204K	Hold	2,585	–	–	0.04%	370
2019 Q2	$220K	Sell	2,585 -203	-7%	-$17.5K	0.03%	368
2019 Q1	$251K	Buy	2,788 +69	+3%	+$5.99K	0.06%	319
2018 Q4	$210K	Buy	+2,719	New	+$249K	0.06%	321

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

Western Wealth Management's VDE Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.27% in Q2 2026, buying an estimated $1.94K and bringing the position to 4,515 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #590.

Western Wealth Management first reported a position in VDE in Q4 2018 and has held it in 26 quarters since. The position peaked at $779K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Western Wealth Management held 4,515 shares of Vanguard Energy ETF worth $678K as of Q2 2026.
Western Wealth Management bought 12 Vanguard Energy ETF shares in Q2 2026, an estimated $1.94K.
Vanguard Energy ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #590 holding.
Western Wealth Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 26 quarters since.
Western Wealth Management's Vanguard Energy ETF position peaked at $779K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.