CFFP
VDE icon

Center for Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Center for Financial Planning’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 		$825K Hold
5,494
– – 0.08% 86
2026
Q1 		$951K Hold
5,494
– – 0.1% 70
2025
Q4 		$692K Hold
5,494
– – 0.07% 88
2025
Q3 		$691K Hold
5,494
– – 0.07% 84
2025
Q2 		$654K Hold
5,494
– – 0.08% 86
2025
Q1 		$713K Hold
5,494
– – 0.09% 78
2024
Q4 		$666K Buy
5,494
+387
+8% +$49.3K 0.09% 78
2024
Q3 		$625K Buy
5,107
+161
+3% +$20.1K 0.08% 80
2024
Q2 		$631K Buy
4,946
+39
+0.8% +$5.08K 0.09% 80
2024
Q1 		$646K Hold
4,907
– – 0.1% 75
2023
Q4 		$575K Sell
4,907
-500
-9% -$59.9K 0.11% 73
2023
Q3 		$685K Hold
5,407
– – 0.15% 64
2023
Q2 		$610K Hold
5,407
– – 0.13% 70
2023
Q1 		$618K Hold
5,407
– – 0.14% 67
2022
Q4 		$656K Sell
5,407
-753
-12% -$91.7K 0.16% 61
2022
Q3 		$626K Hold
6,160
– – 0.17% 63
2022
Q2 		$613K Hold
6,160
– – 0.16% 67
2022
Q1 		$659K Sell
6,160
-235
-4% -$22.6K 0.14% 73
2021
Q4 		$496K Hold
6,395
– – 0.1% 83
2021
Q3 		$473K Buy
6,395
+225
+4% +$15.7K 0.12% 82
2021
Q2 		$468K Hold
6,170
– – 0.12% 81
2021
Q1 		$420K Hold
6,170
– – 0.11% 81
2020
Q4 		$320K Buy
6,170
+940
+18% +$43.9K 0.09% 92
2020
Q3 		$211K Sell
5,230
-72
-1% -$3.42K 0.07% 110
2020
Q2 		$267K Sell
5,302
-1,418
-21% -$70K 0.09% 92
2020
Q1 		$257K Buy
+6,720
New +$426K 0.09% 93

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Center for Financial Planning's VDE Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 5,494 shares worth $825K. The position accounts for 0.08% of the portfolio, ranked #86.

Center for Financial Planning first reported a position in VDE in Q1 2020 and has held it in 26 quarters since. The position peaked at $951K in Q1 2026. 236 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Center for Financial Planning held 5,494 shares of Vanguard Energy ETF worth $825K as of Q2 2026.
  • Center for Financial Planning left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #86 holding.
  • Center for Financial Planning first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Center for Financial Planning's Vanguard Energy ETF position peaked at $951K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.