Blackston Financial Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Blackston Financial Advisory Group’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	$939K	Buy	6,254 +225	+4%	+$36.4K	0.53%	27
2026 Q1	$1.04M	Sell	6,029 -545	-8%	-$82.4K	0.65%	25
2025 Q4	$828K	Buy	6,574 +288	+5%	+$36.2K	0.5%	28
2025 Q3	$791K	Sell	6,286 -234	-4%	-$28.8K	0.47%	30
2025 Q2	$777K	Sell	6,520 -91	-1%	-$10.6K	0.49%	28
2025 Q1	$858K	Sell	6,611 -166	-2%	-$21K	0.58%	25
2024 Q4	$822K	Buy	6,777 +254	+4%	+$32.3K	0.41%	40
2024 Q3	$799K	Buy	+6,523	New	+$816K	0.41%	39
2024 Q2	–	Sell	-1,567	Closed	-$206K	–	96
2024 Q1	$206K	Sell	1,567 -998	-39%	-$120K	0.14%	61
2023 Q4	$301K	Buy	2,565 +853	+50%	+$102K	0.19%	73
2023 Q3	$217K	Sell	1,712 -405	-19%	-$49.6K	0.15%	84
2023 Q2	$239K	Buy	2,117 +294	+16%	+$33.1K	0.17%	80
2023 Q1	$208K	Buy	+1,823	New	+$216K	0.16%	87

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

Blackston Financial Advisory Group's VDE Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Vanguard Energy ETF (VDE) stake by 3.7% in Q2 2026, buying an estimated $36.4K and bringing the position to 6,254 shares worth $939K. The position accounts for 0.53% of the portfolio, ranked #27.

Blackston Financial Advisory Group first reported a position in VDE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Blackston Financial Advisory Group held 6,254 shares of Vanguard Energy ETF worth $939K as of Q2 2026.
Blackston Financial Advisory Group bought 225 Vanguard Energy ETF shares in Q2 2026, an estimated $36.4K.
Vanguard Energy ETF made up 0.53% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #27 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 13 quarters since.
Blackston Financial Advisory Group's Vanguard Energy ETF position peaked at $1.04M in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.