WEG
VDE icon

World Equity Group’s Vanguard Energy ETF VDE Stock Holding History

World Equity Group’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 		$448K Buy
+2,984
New +$483K 0.1% 234
2023
Q4 		– Sell
-2,579
Closed -$1.15M – 373
2023
Q3 		$1.15M Buy
2,579
+71
+3% +$8.69K 0.24% 102
2023
Q2 		$283K Buy
+2,508
New +$282K 0.08% 249

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

World Equity Group's VDE Position: Q2 2026 in Review

World Equity Group opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 2,984 shares worth $448K. The stake represents 0.1% of the portfolio and ranks #234 among its holdings. This is a return to the name: World Equity Group previously reported a position in VDE as recently as Q3 2023.

World Equity Group first reported a position in VDE in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.15M in Q3 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • World Equity Group held 2,984 shares of Vanguard Energy ETF worth $448K as of Q2 2026.
  • Vanguard Energy ETF was a new World Equity Group position in Q2 2026.
  • Vanguard Energy ETF made up 0.1% of World Equity Group's portfolio in Q2 2026, its #234 holding.
  • World Equity Group first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 3 quarters since.
  • World Equity Group's Vanguard Energy ETF position peaked at $1.15M in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.