CPG
VDE icon

Cornerstone Planning Group’s Vanguard Energy ETF VDE Stock Holding History

Cornerstone Planning Group’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 		$6.05K Hold
36
– – ﹤0.01% 1041
2026
Q1 		$6.07K Hold
36
– – ﹤0.01% 1041
2025
Q4 		$5.03K Sell
36
-2,228
-98% -$280K ﹤0.01% 985
2025
Q3 		$165K Buy
2,264
+2,229
+6,369% +$274K 0.03% 153
2025
Q2 		$4.22K Hold
35
– – ﹤0.01% 764
2025
Q1 		$3.93K Hold
35
– – ﹤0.01% 797
2024
Q4 		$4.39K Buy
35
+1
+3% +$127 ﹤0.01% 608
2024
Q3 		$4.21K Sell
34
-659
-95% -$82.4K ﹤0.01% 599
2024
Q2 		$83.7K Buy
+693
New +$90.2K 0.02% 147

Other funds holding VDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Cornerstone Planning Group's VDE Position: Q2 2026 in Review

Cornerstone Planning Group held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 36 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Cornerstone Planning Group first reported a position in VDE in Q2 2024 and has held it in 9 quarters since. The position peaked at $165K in Q3 2025. 518 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Cornerstone Planning Group held 36 shares of Vanguard Energy ETF worth $6.05K as of Q2 2026.
  • Cornerstone Planning Group left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1041 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's Vanguard Energy ETF position peaked at $165K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.