Athena Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Athena Investment Management’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	$1.29M	Sell	8,561 -2,081	-20%	-$337K	0.76%	37
2026 Q1	$1.84M	Sell	10,642 -66	-0.6%	-$9.98K	0.96%	24
2025 Q4	$1.35M	Buy	10,708 +422	+4%	+$53K	0.69%	32
2025 Q3	$1.29M	Sell	10,286 -19	-0.2%	-$2.34K	0.67%	33
2025 Q2	$1.23M	Sell	10,305 -32	-0.3%	-$3.72K	0.69%	34
2025 Q1	$1.34M	Sell	10,337 -49	-0.5%	-$6.19K	0.81%	25
2024 Q4	$1.26M	Hold	10,386	–	–	0.73%	28
2024 Q3	$1.27M	Sell	10,386 -25	-0.2%	-$3.13K	0.73%	29
2024 Q2	$1.33M	Sell	10,411 -93	-0.9%	-$12.1K	0.81%	24
2024 Q1	$1.38M	Hold	10,504	–	–	0.83%	22
2023 Q4	$1.23M	Hold	10,504	–	–	0.8%	28
2023 Q3	$1.33M	Hold	10,504	–	–	0.95%	20
2023 Q2	$1.19M	Hold	10,504	–	–	0.82%	28
2023 Q1	$1.2M	Sell	10,504 -13	-0.1%	-$1.54K	0.86%	27
2022 Q4	$1.28M	Sell	10,517 -8	-0.1%	-$974	0.94%	25
2022 Q3	$1.07M	Sell	10,525 -12	-0.1%	-$1.28K	0.9%	28
2022 Q2	$1.05M	Hold	10,537	–	–	0.83%	31
2022 Q1	$1.13M	Buy	+10,537	New	+$1.01M	0.88%	30

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

Athena Investment Management's VDE Position: Q2 2026 in Review

Athena Investment Management reduced its Vanguard Energy ETF (VDE) stake by 20% in Q2 2026, selling an estimated $337K and leaving 8,561 shares worth $1.29M. The position accounts for 0.76% of the portfolio, ranked #37.

Athena Investment Management first reported a position in VDE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.84M in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Athena Investment Management held 8,561 shares of Vanguard Energy ETF worth $1.29M as of Q2 2026.
Athena Investment Management sold 2,081 Vanguard Energy ETF shares in Q2 2026, an estimated $337K.
Vanguard Energy ETF made up 0.76% of Athena Investment Management's portfolio in Q2 2026, its #37 holding.
Athena Investment Management first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Vanguard Energy ETF position peaked at $1.84M in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.