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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curran Financial Partners's VDE Position: Q1 2026 in Review

Curran Financial Partners reduced its Vanguard Energy ETF (VDE) stake by 27% in Q1 2026, selling an estimated $501K and leaving 8,768 shares worth $1.52M. The position accounts for 0.27% of the portfolio, ranked #47.

Curran Financial Partners first reported a position in VDE in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.59M in Q1 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Curran Financial Partners held 8,768 shares of Vanguard Energy ETF worth $1.52M as of Q1 2026.
Curran Financial Partners sold 3,311 Vanguard Energy ETF shares in Q1 2026, an estimated $501K.
Vanguard Energy ETF made up 0.27% of Curran Financial Partners's portfolio in Q1 2026, its #47 holding.
Curran Financial Partners first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 14 quarters since.
Curran Financial Partners's Vanguard Energy ETF position peaked at $2.59M in Q1 2022.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.