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Curran Financial Partners’s Vanguard Energy ETF VDE Stock Holding History

Curran Financial Partners’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 		– Sell
-8,768
Closed -$1.52M – 143
2026
Q1 		$1.52M Sell
8,768
-3,311
-27% -$501K 0.27% 47
2025
Q4 		$1.52M Sell
12,079
-1,178
-9% -$148K 0.29% 52
2025
Q3 		$1.67M Sell
13,257
-1,347
-9% -$166K 0.33% 50
2025
Q2 		$1.74M Buy
14,604
+2,164
+17% +$252K 0.38% 49
2025
Q1 		$1.61M Buy
+12,440
New +$1.57M 0.4% 40
2024
Q3 		– Sell
-13,640
Closed -$1.74M – 93
2024
Q2 		$1.74M Sell
13,640
-108
-0.8% -$14.1K 0.58% 37
2024
Q1 		$1.81M Buy
+13,748
New +$1.65M 0.63% 35
2023
Q4 		– Sell
-13,457
Closed -$1.71M – 78
2023
Q3 		$1.71M Buy
+13,457
New +$1.65M 0.74% 32
2023
Q1 		– Sell
-18,139
Closed -$2.2M – 73
2022
Q4 		$2.2M Buy
+18,139
New +$2.21M 1.06% 29
2022
Q2 		– Sell
-24,194
Closed -$2.59M – 70
2022
Q1 		$2.59M Buy
+24,194
New +$2.33M 1.06% 28
2021
Q4 		– Sell
-27,547
Closed -$2.04M – 81
2021
Q3 		$2.04M Buy
27,547
+1,919
+7% +$134K 1.04% 26
2021
Q2 		$1.95M Buy
25,628
+4,168
+19% +$302K 1.07% 24
2021
Q1 		$1.46M Sell
21,460
-2,631
-11% -$168K 1.05% 26
2020
Q4 		$1.25M Buy
+24,091
New +$1.13M 1.07% 27

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

Curran Financial Partners's VDE Position: Q2 2026 in Review

Curran Financial Partners sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 8,768 shares — an estimated $1.52M sold.

Curran Financial Partners first reported a position in VDE in Q4 2020 and held it in 14 quarters. The position peaked at $2.59M in Q1 2022. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Curran Financial Partners reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Curran Financial Partners sold 8,768 Vanguard Energy ETF shares in Q2 2026, an estimated $1.52M.
  • Curran Financial Partners first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 14 quarters.
  • Curran Financial Partners's Vanguard Energy ETF position peaked at $2.59M in Q1 2022.
  • 764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.