Central Valley Advisors’s Vanguard Energy ETF VDE Stock Holding History

Central Valley Advisors’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	$376K	Sell	2,502 -234	-9%	-$37.9K	0.1%	138
2026 Q1	$474K	Buy	+2,736	New	+$414K	0.13%	116
2024 Q2	–	Sell	-3,799	Closed	-$500K	–	187
2024 Q1	$500K	Buy	3,799 +24	+0.6%	+$2.88K	0.26%	81
2023 Q4	$443K	Buy	+3,775	New	+$453K	0.26%	86

Other funds holding VDE

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Central Valley Advisors's VDE Position: Q2 2026 in Review

Central Valley Advisors reduced its Vanguard Energy ETF (VDE) stake by 8.6% in Q2 2026, selling an estimated $37.9K and leaving 2,502 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #138.

Central Valley Advisors first reported a position in VDE in Q4 2023 and has held it in 4 quarters since. The position peaked at $500K in Q1 2024. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Central Valley Advisors held 2,502 shares of Vanguard Energy ETF worth $376K as of Q2 2026.
Central Valley Advisors sold 234 Vanguard Energy ETF shares in Q2 2026, an estimated $37.9K.
Vanguard Energy ETF made up 0.1% of Central Valley Advisors's portfolio in Q2 2026, its #138 holding.
Central Valley Advisors first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 4 quarters since.
Central Valley Advisors's Vanguard Energy ETF position peaked at $500K in Q1 2024.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.