World Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

World Investment 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
2026 Q2	$2.6M	Sell	15,170 -2,246	-13%	-$364K	0.04%	411
2026 Q1	$3.01M	Buy	17,416 +95	+0.5%	+$14.4K	0.05%	379
2025 Q4	$2.18M	Buy	17,321 +3,107	+22%	+$390K	0.04%	446
2025 Q3	$1.79M	Sell	14,214 -1,605	-10%	-$198K	0.04%	428
2025 Q2	$1.88M	Sell	15,819 -948	-6%	-$110K	0.04%	384
2025 Q1	$2.17M	Sell	16,767 -75	-0.4%	-$9.47K	0.06%	336
2024 Q4	$2.04M	Buy	+16,842	New	+$2.14M	0.06%	325

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

World Investment Advisors's VDE Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 13% in Q2 2026, selling an estimated $364K and leaving 15,170 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #411.

World Investment Advisors first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

World Investment Advisors held 15,170 shares of Vanguard Energy ETF worth $2.6M as of Q2 2026.
World Investment Advisors sold 2,246 Vanguard Energy ETF shares in Q2 2026, an estimated $364K.
Vanguard Energy ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #411 holding.
World Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's Vanguard Energy ETF position peaked at $3.01M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.