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Beese Fulmer Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Beese Fulmer 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 		$332K Buy
2,210
+210
+11% +$34K 0.02% 274
2026
Q1 		$346K Buy
+2,000
New +$303K 0.02% 280

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Beese Fulmer Investment Management's VDE Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Vanguard Energy ETF (VDE) stake by 11% in Q2 2026, buying an estimated $34K and bringing the position to 2,210 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #274.

Beese Fulmer Investment Management first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $346K in Q1 2026. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Beese Fulmer Investment Management held 2,210 shares of Vanguard Energy ETF worth $332K as of Q2 2026.
  • Beese Fulmer Investment Management bought 210 Vanguard Energy ETF shares in Q2 2026, an estimated $34K.
  • Vanguard Energy ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #274 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Beese Fulmer Investment Management's Vanguard Energy ETF position peaked at $346K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.