CRA Financial Services’s Vanguard Energy ETF VDE Stock Holding History

CRA Financial Services’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	$332K	Hold	2,209	–	–	0.04%	246
2026 Q1	$382K	Sell	2,209 -8	-0.4%	-$1.21K	0.05%	215
2025 Q4	$279K	Hold	2,217	–	–	0.04%	244
2025 Q3	$279K	Hold	2,217	–	–	0.04%	240
2025 Q2	$264K	Hold	2,217	–	–	0.04%	232
2025 Q1	$288K	Buy	+2,217	New	+$280K	0.05%	212
2024 Q3	–	Sell	-2,042	Closed	-$260K	–	273
2024 Q2	$260K	Buy	2,042 +75	+4%	+$9.76K	0.05%	203
2024 Q1	$259K	Hold	1,967	–	–	0.06%	202
2023 Q4	$231K	Hold	1,967	–	–	0.06%	198
2023 Q3	$249K	Hold	1,967	–	–	0.07%	175
2023 Q2	$222K	Hold	1,967	–	–	0.06%	188
2023 Q1	$225K	Hold	1,967	–	–	0.07%	182
2022 Q4	$239K	Buy	+1,967	New	+$239K	0.08%	171
2022 Q2	–	Sell	-1,919	Closed	-$205K	–	222
2022 Q1	$205K	Buy	+1,919	New	+$185K	0.06%	199

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

CRA Financial Services's VDE Position: Q2 2026 in Review

CRA Financial Services held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 2,209 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #246.

CRA Financial Services first reported a position in VDE in Q1 2022 and has held it in 14 quarters since. The position peaked at $382K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

CRA Financial Services held 2,209 shares of Vanguard Energy ETF worth $332K as of Q2 2026.
CRA Financial Services left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #246 holding.
CRA Financial Services first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 14 quarters since.
CRA Financial Services's Vanguard Energy ETF position peaked at $382K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.