Causey Wealth LLC’s Vanguard Energy ETF VDE Stock Holding History

Causey Wealth LLC’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	$219K	Sell	1,457 -641	-31%	-$104K	0.09%	78
2026 Q1	$363K	Sell	2,098 -389	-16%	-$58.8K	0.15%	62
2025 Q4	$313K	Sell	2,487 -117	-4%	-$14.7K	0.14%	63
2025 Q3	$328K	Buy	2,604 +137	+6%	+$16.9K	0.16%	54
2025 Q2	$294K	Buy	2,467 +1	+0%	+$116	0.15%	56
2025 Q1	$320K	Sell	2,466 -2,576	-51%	-$325K	0.18%	53
2024 Q4	$612K	Buy	+5,042	New	+$642K	0.36%	41

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

Causey Wealth LLC's VDE Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard Energy ETF (VDE) stake by 31% in Q2 2026, selling an estimated $104K and leaving 1,457 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #78.

Causey Wealth LLC first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q4 2024. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Causey Wealth LLC held 1,457 shares of Vanguard Energy ETF worth $219K as of Q2 2026.
Causey Wealth LLC sold 641 Vanguard Energy ETF shares in Q2 2026, an estimated $104K.
Vanguard Energy ETF made up 0.09% of Causey Wealth LLC's portfolio in Q2 2026, its #78 holding.
Causey Wealth LLC first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard Energy ETF position peaked at $612K in Q4 2024.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.