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Annandale Capital’s Vanguard Energy ETF VDE Stock Holding History

Annandale Capital’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 		– Sell
-1,485
Closed -$257K – 138
2026
Q1 		$257K Buy
+1,485
New +$225K 0.04% 106

Other funds holding VDE

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Annandale Capital's VDE Position: Q2 2026 in Review

Annandale Capital sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,485 shares — an estimated $257K sold.

Annandale Capital first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 640 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Annandale Capital reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Annandale Capital sold 1,485 Vanguard Energy ETF shares in Q2 2026, an estimated $257K.
  • Annandale Capital first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
  • Annandale Capital's Vanguard Energy ETF position peaked at $257K in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Annandale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.