Caitlin John’s Vanguard Energy ETF VDE Stock Holding History

Caitlin John’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	$334K	Sell	2,222 -400	-15%	-$64.8K	0.18%	155
2026 Q1	$454K	Buy	2,622 +400	+18%	+$60.5K	0.27%	64
2025 Q4	$280K	Buy	2,222 +27	+1%	+$3.39K	0.18%	139
2025 Q3	$276K	Sell	2,195 -75	-3%	-$9.23K	0.19%	113
2025 Q2	$270K	Buy	2,270 +88	+4%	+$10.2K	0.25%	104
2025 Q1	$283K	Sell	2,182 -40	-2%	-$5.05K	0.28%	99
2024 Q4	$270K	Sell	2,222 -35	-2%	-$4.46K	0.18%	114
2024 Q3	$298K	Sell	2,257 -264	-10%	-$33K	0.19%	119
2024 Q2	$322K	Sell	2,521 -1	-0%	-$130	0.23%	97
2024 Q1	$332K	Buy	2,522 +57	+2%	+$6.83K	0.25%	88
2023 Q4	$289K	Buy	+2,465	New	+$295K	0.24%	93

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

Caitlin John's VDE Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Energy ETF (VDE) stake by 15% in Q2 2026, selling an estimated $64.8K and leaving 2,222 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #155.

Caitlin John first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Caitlin John held 2,222 shares of Vanguard Energy ETF worth $334K as of Q2 2026.
Caitlin John sold 400 Vanguard Energy ETF shares in Q2 2026, an estimated $64.8K.
Vanguard Energy ETF made up 0.18% of Caitlin John's portfolio in Q2 2026, its #155 holding.
Caitlin John first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard Energy ETF position peaked at $454K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.