Brookwood Investment Group’s Vanguard Energy ETF VDE Stock Holding History

Brookwood Investment 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	$515K	Sell	3,430 -438	-11%	-$71K	0.06%	297
2026 Q1	$669K	Sell	3,868 -228	-6%	-$34.5K	0.08%	229
2025 Q4	$516K	Sell	4,096 -95	-2%	-$11.9K	0.06%	280
2025 Q3	$527K	Buy	4,191 +1,869	+80%	+$230K	0.07%	251
2025 Q2	$277K	Sell	2,322 -45	-2%	-$5.24K	0.04%	347
2025 Q1	$307K	Buy	+2,367	New	+$299K	0.05%	314

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

Brookwood Investment Group's VDE Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Energy ETF (VDE) stake by 11% in Q2 2026, selling an estimated $71K and leaving 3,430 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #297.

Brookwood Investment Group first reported a position in VDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $669K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Brookwood Investment Group held 3,430 shares of Vanguard Energy ETF worth $515K as of Q2 2026.
Brookwood Investment Group sold 438 Vanguard Energy ETF shares in Q2 2026, an estimated $71K.
Vanguard Energy ETF made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #297 holding.
Brookwood Investment Group first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Vanguard Energy ETF position peaked at $669K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.