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Calder Financial’s Vanguard Energy ETF VDE Stock Holding History

Calder Financial’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 		$382K Sell
2,546
-467
-15% -$75.7K 0.36% 35
2026
Q1 		$503K Sell
3,013
-190
-6% -$28.7K 0.5% 29
2025
Q4 		$403K Buy
+3,203
New +$402K 0.4% 32

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 22.96% 1-Year Est. Return

Calder Financial's VDE Position: Q2 2026 in Review

Calder Financial reduced its Vanguard Energy ETF (VDE) stake by 15% in Q2 2026, selling an estimated $75.7K and leaving 2,546 shares worth $382K. The position accounts for 0.36% of the portfolio, ranked #35.

Calder Financial first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $503K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Calder Financial held 2,546 shares of Vanguard Energy ETF worth $382K as of Q2 2026.
  • Calder Financial sold 467 Vanguard Energy ETF shares in Q2 2026, an estimated $75.7K.
  • Vanguard Energy ETF made up 0.36% of Calder Financial's portfolio in Q2 2026, its #35 holding.
  • Calder Financial first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Calder Financial's Vanguard Energy ETF position peaked at $503K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Calder Financial's 13F filing for Q2 2026, filed 7 Jul 2026.