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WMG Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

WMG Financial Advisors’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
2025
Q4 		– Sell
-1,864
Closed -$235K – 204
2025
Q3 		$235K Sell
1,864
-355
-16% -$43.7K 0.08% 178
2025
Q2 		$264K Sell
2,219
-61
-3% -$7.1K 0.1% 151
2025
Q1 		$296K Sell
2,280
-235
-9% -$29.7K 0.13% 113
2024
Q4 		$305K Sell
2,515
-64
-2% -$8.15K 0.13% 111
2024
Q3 		$316K Hold
2,579
– – 0.14% 107
2024
Q2 		$329K Hold
2,579
– – 0.17% 85
2024
Q1 		$340K Hold
2,579
– – 0.19% 84
2023
Q4 		$302K Sell
2,579
-257
-9% -$30.8K 0.2% 75
2023
Q3 		$359K Hold
2,836
– – 0.31% 63
2023
Q2 		$320K Sell
2,836
-142
-5% -$16K 0.24% 77
2023
Q1 		$340K Sell
2,978
-46
-2% -$5.45K 0.28% 64
2022
Q4 		$367K Hold
3,024
– – 0.31% 72
2022
Q3 		$307K Sell
3,024
-31
-1% -$3.3K 0.28% 77
2022
Q2 		$301K Sell
3,055
-3,581
-54% -$401K 0.26% 86
2022
Q1 		$712K Buy
6,636
+1,288
+24% +$124K 0.52% 47
2021
Q4 		$414K Buy
+5,348
New +$425K 0.32% 81

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

WMG Financial Advisors's VDE Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 1,864 shares — an estimated $235K sold.

WMG Financial Advisors first reported a position in VDE in Q4 2021 and held it in 16 quarters. The position peaked at $712K in Q1 2022. 665 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • WMG Financial Advisors reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,864 Vanguard Energy ETF shares in Q4 2025, an estimated $235K.
  • WMG Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 16 quarters.
  • WMG Financial Advisors's Vanguard Energy ETF position peaked at $712K in Q1 2022.
  • 665 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.