Wilson & Boucher Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Wilson & Boucher Capital 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	$233K	Hold	1,550	–	–	0.14%	112
2026 Q1	$268K	Sell	1,550 -100	-6%	-$15.1K	0.18%	97
2025 Q4	$208K	Hold	1,650	–	–	0.14%	110
2025 Q3	$208K	Buy	+1,650	New	+$203K	0.14%	110
2025 Q2	–	Sell	-1,650	Closed	-$214K	–	112
2025 Q1	$214K	Hold	1,650	–	–	0.16%	104
2024 Q4	$200K	Hold	1,650	–	–	0.14%	109
2024 Q3	$202K	Hold	1,650	–	–	0.14%	111
2024 Q2	$210K	Hold	1,650	–	–	0.16%	107
2024 Q1	$217K	Buy	+1,650	New	+$198K	0.17%	106
2023 Q4	–	Sell	-1,650	Closed	-$209K	–	106
2023 Q3	$209K	Buy	+1,650	New	+$202K	0.2%	101
2023 Q1	–	Sell	-1,650	Closed	-$200K	–	104
2022 Q4	$200K	Buy	+1,650	New	+$201K	0.21%	98

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 $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return

Wilson & Boucher Capital Management's VDE Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 1,550 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #112.

Wilson & Boucher Capital Management first reported a position in VDE in Q4 2022 and has held it in 11 quarters since. The position peaked at $268K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Wilson & Boucher Capital Management held 1,550 shares of Vanguard Energy ETF worth $233K as of Q2 2026.
Wilson & Boucher Capital Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.14% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #112 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 11 quarters since.
Wilson & Boucher Capital Management's Vanguard Energy ETF position peaked at $268K in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.