CAC
VDE icon

Certified Advisory Corp’s Vanguard Energy ETF VDE Stock Holding History

Certified Advisory Corp’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 		$440K Hold
2,933
– – 0.04% 239
2026
Q1 		$508K Hold
2,933
– – 0.05% 210
2025
Q4 		$369K Sell
2,933
-539
-16% -$67.7K 0.03% 241
2025
Q3 		$437K Hold
3,472
– – 0.04% 222
2025
Q2 		$414K Hold
3,472
– – 0.04% 218
2025
Q1 		$450K Sell
3,472
-50
-1% -$6.31K 0.05% 200
2024
Q4 		$427K Hold
3,522
– – 0.05% 210
2024
Q3 		$431K Hold
3,522
– – 0.05% 207
2024
Q2 		$449K Buy
3,522
+539
+18% +$70.2K 0.06% 193
2024
Q1 		$393K Hold
2,983
– – 0.05% 194
2023
Q4 		$350K Hold
2,983
– – 0.05% 199
2023
Q3 		$378K Hold
2,983
– – 0.07% 168
2023
Q2 		$337K Hold
2,983
– – 0.06% 176
2023
Q1 		$341K Hold
2,983
– – 0.06% 187
2022
Q4 		$362K Hold
2,983
– – 0.07% 177
2022
Q3 		$303K Buy
+2,983
New +$317K 0.07% 179
2021
Q2 		– Sell
-61
Closed -$4K – 717
2021
Q1 		$4K Buy
+61
New +$3.9K ﹤0.01% 698
2020
Q2 		$33K Buy
661
+617
+1,402% +$30.4K 0.01% 362
2020
Q1 		$2K Buy
44
+7
+19% +$444 ﹤0.01% 718
2019
Q4 		$3K Hold
37
– – ﹤0.01% 714
2019
Q3 		$3K Sell
37
-67
-64% -$5.36K ﹤0.01% 716
2019
Q2 		$9K Buy
104
+67
+181% +$5.77K ﹤0.01% 603
2019
Q1 		$3K Hold
37
– – ﹤0.01% 679
2018
Q4 		$3K Sell
37
-252
-87% -$23.1K ﹤0.01% 673
2018
Q3 		$30K Sell
289
-40
-12% -$4.15K 0.01% 372
2018
Q2 		$35K Buy
329
+292
+789% +$29.9K 0.02% 331
2018
Q1 		$3K Hold
37
– – ﹤0.01% 657
2017
Q4 		$3K Buy
+37
New +$3.48K ﹤0.01% 620

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Certified Advisory Corp's VDE Position: Q2 2026 in Review

Certified Advisory Corp held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 2,933 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #239.

Certified Advisory Corp first reported a position in VDE in Q4 2017 and has held it in 28 quarters since. The position peaked at $508K in Q1 2026. 266 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Certified Advisory Corp held 2,933 shares of Vanguard Energy ETF worth $440K as of Q2 2026.
  • Certified Advisory Corp left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.04% of Certified Advisory Corp's portfolio in Q2 2026, its #239 holding.
  • Certified Advisory Corp first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 28 quarters since.
  • Certified Advisory Corp's Vanguard Energy ETF position peaked at $508K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.