Winch Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Winch Advisory Services’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	$19K	Buy	127 +1	+0.8%	+$162	﹤0.01%	266
2026 Q1	$21.8K	Buy	126 +1	+0.8%	+$151	0.01%	240
2025 Q4	$15.8K	Buy	125 +1	+0.8%	+$126	﹤0.01%	267
2025 Q3	$15.6K	Buy	124 +1	+0.8%	+$123	﹤0.01%	261
2025 Q2	$14.7K	Buy	123 +1	+0.8%	+$116	﹤0.01%	261
2025 Q1	$15.8K	Buy	122 +1	+0.8%	+$126	﹤0.01%	241
2024 Q4	$14.7K	Buy	121 +2	+2%	+$255	﹤0.01%	254
2024 Q3	$14.6K	Buy	119 +1	+0.8%	+$125	﹤0.01%	233
2024 Q2	$15.1K	Hold	118	–	–	﹤0.01%	228
2024 Q1	$15.6K	Hold	118	–	–	﹤0.01%	226
2023 Q4	$13.8K	Buy	118 +2	+2%	+$240	﹤0.01%	228
2023 Q3	$15K	Sell	116 -50	-30%	-$6.12K	0.01%	219
2023 Q2	$19K	Hold	166	–	–	0.01%	200
2023 Q1	$19K	Buy	166 +2	+1%	+$237	0.01%	197
2022 Q4	$20K	Buy	164 +53	+48%	+$6.45K	0.01%	185
2022 Q3	$11K	Hold	111	–	–	﹤0.01%	214
2022 Q2	$11K	Buy	111 +1	+0.9%	+$112	﹤0.01%	225
2022 Q1	$12K	Hold	110	–	–	﹤0.01%	241
2021 Q4	$9K	Buy	110 +3	+3%	+$239	﹤0.01%	279
2021 Q3	$8K	Hold	107	–	–	﹤0.01%	293
2021 Q2	$8K	Buy	+107	New	+$7.75K	﹤0.01%	298

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

Winch Advisory Services's VDE Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Energy ETF (VDE) stake by 0.79% in Q2 2026, buying an estimated $162 and bringing the position to 127 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Winch Advisory Services first reported a position in VDE in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.8K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Winch Advisory Services held 127 shares of Vanguard Energy ETF worth $19K as of Q2 2026.
Winch Advisory Services bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
Vanguard Energy ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #266 holding.
Winch Advisory Services first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 21 quarters since.
Winch Advisory Services's Vanguard Energy ETF position peaked at $21.8K in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.