CMH Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12M | Buy |
79,777
+1,739
| +2% | +$282K | 1.83% | 17 |
|
|
2026
Q1 | $13.5M | Sell |
78,038
-17,684
| -18% | -$2.68M | 2.32% | 10 |
|
|
2025
Q4 | $12.1M | Buy |
95,722
+104
| +0.1% | +$13.1K | 2.58% | 11 |
|
|
2025
Q3 | $12M | Buy |
95,618
+211
| +0.2% | +$26K | 2.56% | 10 |
|
|
2025
Q2 | $11.4M | Sell |
95,407
-21,000
| -18% | -$2.44M | 2.65% | 10 |
|
|
2025
Q1 | $15.1M | Buy |
116,407
+452
| +0.4% | +$57.1K | 3.78% | 7 |
|
|
2024
Q4 | $14.1M | Buy |
115,955
+2,419
| +2% | +$308K | 3.22% | 7 |
|
|
2024
Q3 | $14M | Buy |
113,536
+1,463
| +1% | +$183K | 3.3% | 7 |
|
|
2024
Q2 | $14.4M | Buy |
112,073
+2,096
| +2% | +$273K | 3.54% | 6 |
|
|
2024
Q1 | $14.5M | Sell |
109,977
-3,477
| -3% | -$417K | 3.68% | 6 |
|
|
2023
Q4 | $13.3M | Buy |
113,454
+2,529
| +2% | +$303K | 3.22% | 9 |
|
|
2023
Q3 | $14.2M | Buy |
110,925
+34,414
| +45% | +$4.21M | 3.96% | 5 |
|
|
2023
Q2 | $8.64M | Buy |
76,511
+4,933
| +7% | +$555K | 2.32% | 17 |
|
|
2023
Q1 | $8.18M | Buy |
71,578
+5,259
| +8% | +$623K | 2.36% | 16 |
|
|
2022
Q4 | $8.04M | Buy |
66,319
+1,601
| +2% | +$195K | 2.58% | 13 |
|
|
2022
Q3 | $6.57M | Sell |
64,718
-549
| -0.8% | -$58.4K | 2.41% | 12 |
|
|
2022
Q2 | $6.49M | Sell |
65,267
-3,631
| -5% | -$406K | 2.35% | 10 |
|
|
2022
Q1 | $7.38M | Sell |
68,898
-18,122
| -21% | -$1.74M | 2.27% | 11 |
|
|
2021
Q4 | $6.75M | Buy |
87,020
+870
| +1% | +$69.2K | 2.04% | 16 |
|
|
2021
Q3 | $6.37M | Buy |
86,150
+2,227
| +3% | +$155K | 2.09% | 18 |
|
|
2021
Q2 | $6.37M | Buy |
83,923
+3,408
| +4% | +$247K | 2.13% | 17 |
|
|
2021
Q1 | $5.47M | Sell |
80,515
-15,140
| -16% | -$968K | 2.06% | 21 |
|
|
2020
Q4 | $4.96M | Buy |
95,655
+38,118
| +66% | +$1.78M | 1.82% | 20 |
|
|
2020
Q3 | $2.32M | Sell |
57,537
-49,836
| -46% | -$2.37M | 0.99% | 37 |
|
|
2020
Q2 | $5.4M | Buy |
107,373
+4,041
| +4% | +$199K | 2.58% | 11 |
|
|
2020
Q1 | $3.95M | Buy |
+103,332
| New | +$6.56M | 2.31% | 11 |
|
|
2019
Q1 | – | Sell |
-28,100
| Closed | -$2.17M | – | 62 |
|
|
2018
Q4 | $2.17M | Buy |
28,100
+4,445
| +19% | +$407K | 1.31% | 31 |
|
|
2018
Q3 | $2.52M | Buy |
23,655
+1,015
| +4% | +$105K | 1.32% | 28 |
|
|
2018
Q2 | $2.34M | Buy |
22,640
+725
| +3% | +$74.2K | 1.34% | 23 |
|
|
2018
Q1 | $1.98M | Buy |
21,915
+10,905
| +99% | +$1.06M | 1.34% | 25 |
|
|
2017
Q4 | $1.11M | Buy |
11,010
+85
| +0.8% | +$7.99K | 0.73% | 47 |
|
|
2017
Q3 | $1.02M | Buy |
10,925
+155
| +1% | +$13.8K | 0.76% | 44 |
|
|
2017
Q2 | $961K | Sell |
10,770
-15,070
| -58% | -$1.39M | 0.77% | 43 |
|
|
2017
Q1 | $2.52M | Buy |
+25,840
| New | +$2.58M | 1.97% | 18 |
|
Other funds holding VDE
BCMIO
CMH Wealth Management's VDE Position: Q2 2026 in Review
CMH Wealth Management increased its Vanguard Energy ETF (VDE) stake by 2.2% in Q2 2026, buying an estimated $282K and bringing the position to 79,777 shares worth $12M. The position accounts for 1.83% of the portfolio, ranked #17.
CMH Wealth Management first reported a position in VDE in Q1 2017 and has held it in 34 quarters since. The position peaked at $15.1M in Q1 2025. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.
- CMH Wealth Management held 79,777 shares of Vanguard Energy ETF worth $12M as of Q2 2026.
- CMH Wealth Management bought 1,739 Vanguard Energy ETF shares in Q2 2026, an estimated $282K.
- Vanguard Energy ETF made up 1.83% of CMH Wealth Management's portfolio in Q2 2026, its #17 holding.
- CMH Wealth Management first reported a position in Vanguard Energy ETF in Q1 2017 and has held it in 34 quarters since.
- CMH Wealth Management's Vanguard Energy ETF position peaked at $15.1M in Q1 2025.
- 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.
Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.