WPWealth’s Vanguard Energy ETF VDE Stock Holding History

WPWealth’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	$593K	Hold	3,947	–	–	0.09%	60
2026 Q1	$683K	Hold	3,947	–	–	0.1%	51
2025 Q4	$497K	Hold	3,947	–	–	0.08%	65
2025 Q3	$497K	Hold	3,947	–	–	0.08%	63
2025 Q2	$470K	Hold	3,947	–	–	0.08%	62
2025 Q1	$512K	Hold	3,947	–	–	0.1%	57
2024 Q4	$479K	Hold	3,947	–	–	0.1%	55
2024 Q3	$483K	Hold	3,947	–	–	0.1%	49
2024 Q2	$504K	Hold	3,947	–	–	0.12%	44
2024 Q1	$520K	Hold	3,947	–	–	0.13%	40
2023 Q4	$463K	Hold	3,947	–	–	0.14%	43
2023 Q3	$500K	Hold	3,947	–	–	0.19%	34
2023 Q2	$446K	Hold	3,947	–	–	0.19%	34
2023 Q1	$451K	Sell	3,947 -40	-1%	-$4.74K	0.21%	32
2022 Q4	$484K	Buy	+3,987	New	+$485K	0.25%	25

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

WPWealth's VDE Position: Q2 2026 in Review

WPWealth held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 3,947 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #60.

WPWealth first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $683K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

WPWealth held 3,947 shares of Vanguard Energy ETF worth $593K as of Q2 2026.
WPWealth left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.09% of WPWealth's portfolio in Q2 2026, its #60 holding.
WPWealth first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
WPWealth's Vanguard Energy ETF position peaked at $683K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.