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Bragg Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bragg Financial Advisors’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 		$323K Sell
2,151
-14
-0.6% -$2.27K 0.01% 327
2026
Q1 		$375K Buy
2,165
+149
+7% +$22.5K 0.01% 304
2025
Q4 		$254K Hold
2,016
– – 0.01% 330
2025
Q3 		$254K Hold
2,016
– – 0.01% 324
2025
Q2 		$240K Sell
2,016
-742
-27% -$86.4K 0.01% 328
2025
Q1 		$358K Hold
2,758
– – 0.01% 282
2024
Q4 		$335K Buy
2,758
+516
+23% +$65.7K 0.01% 288
2024
Q3 		$275K Sell
2,242
-99
-4% -$12.4K 0.01% 293
2024
Q2 		$299K Sell
2,341
-16
-0.7% -$2.08K 0.01% 281
2024
Q1 		$310K Buy
2,357
+30
+1% +$3.6K 0.01% 280
2023
Q4 		$273K Sell
2,327
-569
-20% -$68.2K 0.01% 291
2023
Q3 		$367K Buy
2,896
+84
+3% +$10.3K 0.02% 260
2023
Q2 		$317K Hold
2,812
– – 0.02% 278
2023
Q1 		$321K Buy
2,812
+123
+5% +$14.6K 0.02% 271
2022
Q4 		$326K Buy
2,689
+3
+0.1% +$365 0.02% 264
2022
Q3 		$273K Sell
2,686
-15
-0.6% -$1.6K 0.02% 267
2022
Q2 		$269K Buy
2,701
+1
+0% +$112 0.02% 274
2022
Q1 		$289K Sell
2,700
-63
-2% -$6.06K 0.02% 280
2021
Q4 		$204K Hold
2,763
– – 0.01% 293
2021
Q3 		$204K Sell
2,763
-19
-0.7% -$1.32K 0.01% 293
2021
Q2 		$211K Buy
+2,782
New +$202K 0.01% 296

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bragg Financial Advisors's VDE Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 0.65% in Q2 2026, selling an estimated $2.27K and leaving 2,151 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #327.

Bragg Financial Advisors first reported a position in VDE in Q2 2021 and has held it in 21 quarters since. The position peaked at $375K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Bragg Financial Advisors held 2,151 shares of Vanguard Energy ETF worth $323K as of Q2 2026.
  • Bragg Financial Advisors sold 14 Vanguard Energy ETF shares in Q2 2026, an estimated $2.27K.
  • Vanguard Energy ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #327 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 21 quarters since.
  • Bragg Financial Advisors's Vanguard Energy ETF position peaked at $375K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.