Creative Financial Designs’s Vanguard Energy ETF VDE Stock Holding History

Creative Financial Designs’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	$133K	Sell	885 -513	-37%	-$83.1K	0.01%	716
2026 Q1	$242K	Buy	1,398 +1,201	+610%	+$182K	0.01%	472
2025 Q4	$24.8K	Hold	197	–	–	﹤0.01%	1095
2025 Q3	$24.8K	Hold	197	–	–	﹤0.01%	1087
2025 Q2	$23.5K	Hold	197	–	–	﹤0.01%	1091
2025 Q1	$25.6K	Sell	197 -6	-3%	-$758	﹤0.01%	1020
2024 Q4	$24.6K	Hold	203	–	–	﹤0.01%	994
2024 Q3	$24.9K	Hold	203	–	–	﹤0.01%	980
2024 Q2	$25.9K	Hold	203	–	–	﹤0.01%	936
2024 Q1	$26.7K	Hold	203	–	–	﹤0.01%	890
2023 Q4	$23.8K	Hold	203	–	–	﹤0.01%	872
2023 Q3	$25.7K	Hold	203	–	–	﹤0.01%	794
2023 Q2	$22.9K	Buy	+203	New	+$22.9K	﹤0.01%	818

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 22.9% 1-Year Est. Return

Creative Financial Designs's VDE Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard Energy ETF (VDE) stake by 37% in Q2 2026, selling an estimated $83.1K and leaving 885 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #716.

Creative Financial Designs first reported a position in VDE in Q2 2023 and has held it in 13 quarters since. The position peaked at $242K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Creative Financial Designs held 885 shares of Vanguard Energy ETF worth $133K as of Q2 2026.
Creative Financial Designs sold 513 Vanguard Energy ETF shares in Q2 2026, an estimated $83.1K.
Vanguard Energy ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #716 holding.
Creative Financial Designs first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 13 quarters since.
Creative Financial Designs's Vanguard Energy ETF position peaked at $242K in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.