Bullock Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Bullock Wealth 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	$40.4K	Buy	271 +2	+0.7%	+$324	0.02%	300
2026 Q1	$44.9K	Buy	269 +1	+0.4%	+$151	0.02%	282
2025 Q4	$33.7K	Buy	268 +2	+0.8%	+$251	0.02%	297
2025 Q3	$33.5K	Buy	266 +2	+0.8%	+$246	0.02%	297
2025 Q2	$31.7K	Buy	264 +2	+0.8%	+$233	0.02%	278
2025 Q1	$34.2K	Buy	262 +1	+0.4%	+$126	0.02%	270
2024 Q4	$31.6K	Buy	261 +2	+0.8%	+$255	0.02%	278
2024 Q3	$32.4K	Sell	259 -195	-43%	-$24.4K	0.02%	272
2024 Q2	$57.9K	Sell	454 -42	-8%	-$5.47K	0.04%	223
2024 Q1	$65.7K	Buy	+496	New	+$59.5K	0.04%	224

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 22.9% 1-Year Est. Return

Bullock Wealth Management's VDE Position: Q2 2026 in Review

Bullock Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.74% in Q2 2026, buying an estimated $324 and bringing the position to 271 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #300.

Bullock Wealth Management first reported a position in VDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.7K in Q1 2024. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Bullock Wealth Management held 271 shares of Vanguard Energy ETF worth $40.4K as of Q2 2026.
Bullock Wealth Management bought 2 Vanguard Energy ETF shares in Q2 2026, an estimated $324.
Vanguard Energy ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #300 holding.
Bullock Wealth Management first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Vanguard Energy ETF position peaked at $65.7K in Q1 2024.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.