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Creative Capital Management Investments’s Vanguard Energy ETF VDE Stock Holding History

Creative Capital Management Investments’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 		$27.9K Hold
186
– – 0.01% 209
2026
Q1 		$32.2K Sell
186
-10
-5% -$1.51K 0.01% 145
2025
Q4 		$24.7K Hold
196
– – 0.01% 161
2025
Q3 		$24.7K Buy
+196
New +$24.1K 0.01% 160

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Capital Management Investments's VDE Position: Q2 2026 in Review

Creative Capital Management Investments held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 186 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #209.

Creative Capital Management Investments first reported a position in VDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.2K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Creative Capital Management Investments held 186 shares of Vanguard Energy ETF worth $27.9K as of Q2 2026.
  • Creative Capital Management Investments left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #209 holding.
  • Creative Capital Management Investments first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Creative Capital Management Investments's Vanguard Energy ETF position peaked at $32.2K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.