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

Boston 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	$519K	Sell	3,454 -420	-11%	-$68K	0.03%	222
2026 Q1	$670K	Hold	3,874	–	–	0.04%	195
2025 Q4	$488K	Buy	3,874 +262	+7%	+$32.9K	0.03%	217
2025 Q3	$455K	Buy	3,612 +41	+1%	+$5.05K	0.03%	217
2025 Q2	$425K	Buy	3,571 +614	+21%	+$71.5K	0.03%	217
2025 Q1	$384K	Buy	2,957 +97	+3%	+$12.2K	0.03%	218
2024 Q4	$347K	Buy	2,860 +1,101	+63%	+$140K	0.02%	226
2024 Q3	$215K	Hold	1,759	–	–	0.01%	267
2024 Q2	$224K	Hold	1,759	–	–	0.02%	245
2024 Q1	$232K	Buy	+1,759	New	+$211K	0.02%	240
2023 Q4	–	Sell	-1,699	Closed	-$215K	–	262
2023 Q3	$215K	Buy	+1,699	New	+$208K	0.02%	239
2018 Q4	–	Sell	-2,665	Closed	-$280K	–	265
2018 Q3	$280K	Buy	2,665 +685	+35%	+$71K	0.03%	238
2018 Q2	$208K	Buy	+1,980	New	+$203K	0.02%	253

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

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

Boston Family Office reduced its Vanguard Energy ETF (VDE) stake by 11% in Q2 2026, selling an estimated $68K and leaving 3,454 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #222.

Boston Family Office first reported a position in VDE in Q2 2018 and has held it in 13 quarters since. The position peaked at $670K in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Boston Family Office held 3,454 shares of Vanguard Energy ETF worth $519K as of Q2 2026.
Boston Family Office sold 420 Vanguard Energy ETF shares in Q2 2026, an estimated $68K.
Vanguard Energy ETF made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #222 holding.
Boston Family Office first reported a position in Vanguard Energy ETF in Q2 2018 and has held it in 13 quarters since.
Boston Family Office's Vanguard Energy ETF position peaked at $670K in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.