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

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

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. 760 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.
760 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.