Westside Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Westside Investment 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	$126K	Hold	842	–	–	0.02%	387
2026 Q1	$142K	Hold	842	–	–	0.02%	347
2025 Q4	$108K	Hold	842	–	–	0.02%	381
2025 Q3	$106K	Buy	842 +549	+187%	+$67.6K	0.02%	386
2025 Q2	$35K	Buy	293 +151	+106%	+$17.6K	0.01%	522
2025 Q1	$18.4K	Buy	142 +117	+468%	+$14.8K	﹤0.01%	583
2024 Q4	$3.03K	Buy	+25	New	+$3.18K	﹤0.01%	849
2020 Q4	–	Sell	-110	Closed	-$4	–	682
2020 Q3	$4	Hold	110	–	–	﹤0.01%	574
2020 Q2	$5	Hold	110	–	–	﹤0.01%	547
2020 Q1	$4	Buy	+110	New	+$6.98K	﹤0.01%	560
2019 Q2	$580	Buy	+6,830	New	+$588K	﹤0.01%	140
2018 Q4	$557K	Buy	+7,220	New	+$661K	0.2%	81

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

Westside Investment Management's VDE Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 842 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #387.

Westside Investment Management first reported a position in VDE in Q4 2018 and has held it in 12 quarters since. The position peaked at $557K in Q4 2018. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Westside Investment Management held 842 shares of Vanguard Energy ETF worth $126K as of Q2 2026.
Westside Investment Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #387 holding.
Westside Investment Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 12 quarters since.
Westside Investment Management's Vanguard Energy ETF position peaked at $557K in Q4 2018.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.