WWM
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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
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% 384
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's VDE Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Energy ETF (VDE) stake by 2.4% in Q1 2026, buying an estimated $15.7K and bringing the position to 4,503 shares worth $779K. The position accounts for 0.03% of the portfolio, ranked #516.

Western Wealth Management first reported a position in VDE in Q4 2018 and has held it in 25 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Western Wealth Management held 4,503 shares of Vanguard Energy ETF worth $779K as of Q1 2026.
  • Western Wealth Management bought 104 Vanguard Energy ETF shares in Q1 2026, an estimated $15.7K.
  • Vanguard Energy ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #516 holding.
  • Western Wealth Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 25 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.