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VDEVDE
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD ENERGY ETF

Steward Partners Investment Advisory, LLC holds 49,184 shares of VDE (VANGUARD ENERGY ETF), worth $7.4M as of 2026-Q2. The position was increased (+403.4% shares). VDE represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$7.4M

Current Shares

49,184

Total Value Change

+$6.2M

Total Shares Change

+39,699

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
49,184
+403.4%
$7.4M0.0%$150.13
44
2026-Q1
Increased
9,770
+1.4%
$1.7M0.0%$159.38
26
2025-Q4
Decreased
9,632
-1.9%
$1.2M0.0%$126.62
0
2025-Q3
Decreased
9,822
-3.5%
$1.2M0.0%$126.14
0
2025-Q2
Decreased
10,182
-26.8%
$1.2M0.0%$117.86
0
2025-Q1
Increased
13,911
+51.7%
$1.8M0.0%$125.34
36
2024-Q4
Decreased
9,169
-3.3%
$1.1M0.0%$115.95
0
2024-Q3
Decreased
9,485
-4.7%
$1.2M0.0%$117.03
0

Other major holders of VDE: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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