Arrowroot Family Office’s Vanguard Energy ETF VDE Stock Holding History

Arrowroot Family Office’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	$224K	Sell	1,492 -309	-17%	-$50.1K	0.06%	165
2026 Q1	$312K	Sell	1,801 -6,513	-78%	-$985K	0.1%	126
2025 Q4	$1.05M	Buy	8,314 +574	+7%	+$72.1K	0.38%	59
2025 Q3	$974K	Buy	7,740 +971	+14%	+$120K	0.39%	59
2025 Q2	$806K	Buy	+6,769	New	+$788K	0.36%	65
2024 Q4	$826K	Buy	6,808 +3,318	+95%	+$422K	0.43%	56
2024 Q3	$427K	Buy	+3,490	New	+$437K	0.25%	81

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 22.9% 1-Year Est. Return

Arrowroot Family Office's VDE Position: Q2 2026 in Review

Arrowroot Family Office reduced its Vanguard Energy ETF (VDE) stake by 17% in Q2 2026, selling an estimated $50.1K and leaving 1,492 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #165.

Arrowroot Family Office first reported a position in VDE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Arrowroot Family Office held 1,492 shares of Vanguard Energy ETF worth $224K as of Q2 2026.
Arrowroot Family Office sold 309 Vanguard Energy ETF shares in Q2 2026, an estimated $50.1K.
Vanguard Energy ETF made up 0.06% of Arrowroot Family Office's portfolio in Q2 2026, its #165 holding.
Arrowroot Family Office first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 7 quarters since.
Arrowroot Family Office's Vanguard Energy ETF position peaked at $1.05M in Q4 2025.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.