Collective Family Office’s Vanguard Energy ETF VDE Stock Holding History

Collective Family Office’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	$213K	Sell	1,418 -250	-15%	-$40.5K	0.04%	157
2026 Q1	$289K	Buy	+1,668	New	+$252K	0.07%	138
2023 Q2	–	Sell	-1,920	Closed	-$219K	–	184
2023 Q1	$219K	Sell	1,920 -3,000	-61%	-$356K	0.09%	158
2022 Q4	$597K	Buy	+4,920	New	+$599K	0.27%	81

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

Collective Family Office's VDE Position: Q2 2026 in Review

Collective Family Office reduced its Vanguard Energy ETF (VDE) stake by 15% in Q2 2026, selling an estimated $40.5K and leaving 1,418 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #157.

Collective Family Office first reported a position in VDE in Q4 2022 and has held it in 4 quarters since. The position peaked at $597K in Q4 2022. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Collective Family Office held 1,418 shares of Vanguard Energy ETF worth $213K as of Q2 2026.
Collective Family Office sold 250 Vanguard Energy ETF shares in Q2 2026, an estimated $40.5K.
Vanguard Energy ETF made up 0.04% of Collective Family Office's portfolio in Q2 2026, its #157 holding.
Collective Family Office first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 4 quarters since.
Collective Family Office's Vanguard Energy ETF position peaked at $597K in Q4 2022.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.