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Clune & Associates’s Vanguard Energy ETF VDE Stock Holding History

Clune & Associates’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 		$1.09M Sell
7,284
-1,399
-16% -$227K 0.17% 79
2026
Q1 		$1.5M Sell
8,683
-2,357
-21% -$357K 0.28% 72
2025
Q4 		$1.39M Buy
11,040
+889
+9% +$112K 0.3% 75
2025
Q3 		$1.28M Buy
10,151
+231
+2% +$28.4K 0.32% 71
2025
Q2 		$1.18M Buy
9,920
+221
+2% +$25.7K 0.32% 70
2025
Q1 		$1.26M Buy
9,699
+106
+1% +$13.4K 0.39% 65
2024
Q4 		$1.16M Buy
+9,593
New +$1.22M 0.39% 65

Other funds holding VDE

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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Clune & Associates's VDE Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Energy ETF (VDE) stake by 16% in Q2 2026, selling an estimated $227K and leaving 7,284 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #79.

Clune & Associates first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2026. 157 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Clune & Associates held 7,284 shares of Vanguard Energy ETF worth $1.09M as of Q2 2026.
  • Clune & Associates sold 1,399 Vanguard Energy ETF shares in Q2 2026, an estimated $227K.
  • Vanguard Energy ETF made up 0.17% of Clune & Associates's portfolio in Q2 2026, its #79 holding.
  • Clune & Associates first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard Energy ETF position peaked at $1.5M in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.