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

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 22.9% 1-Year Est. Return

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. 766 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.
766 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.