Colton Groome Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Colton Groome Financial Advisors’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	$346K	Sell	2,305 -130	-5%	-$21.1K	0.08%	119
2026 Q1	$421K	Hold	2,435	–	–	0.12%	92
2025 Q4	$307K	Sell	2,435 -115	-5%	-$14.4K	0.09%	108
2025 Q3	$321K	Sell	2,550 -80	-3%	-$9.85K	0.1%	105
2025 Q2	$313K	Hold	2,630	–	–	0.11%	104
2025 Q1	$294K	Buy	+2,630	New	+$332K	0.11%	96

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 22.96% 1-Year Est. Return

Colton Groome Financial Advisors's VDE Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 5.3% in Q2 2026, selling an estimated $21.1K and leaving 2,305 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #119.

Colton Groome Financial Advisors first reported a position in VDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $421K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Colton Groome Financial Advisors held 2,305 shares of Vanguard Energy ETF worth $346K as of Q2 2026.
Colton Groome Financial Advisors sold 130 Vanguard Energy ETF shares in Q2 2026, an estimated $21.1K.
Vanguard Energy ETF made up 0.08% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #119 holding.
Colton Groome Financial Advisors first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 6 quarters since.
Colton Groome Financial Advisors's Vanguard Energy ETF position peaked at $421K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.