CVA Family Office’s Vanguard Energy ETF VDE Stock Holding History

CVA Family Office’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	$30K	Hold	200	–	–	﹤0.01%	717
2026 Q1	$34.6K	Hold	200	–	–	﹤0.01%	675
2025 Q4	$25.2K	Hold	200	–	–	﹤0.01%	654
2025 Q3	$25.2K	Hold	200	–	–	﹤0.01%	652
2025 Q2	$23.8K	Hold	200	–	–	﹤0.01%	661
2025 Q1	$25.9K	Hold	200	–	–	﹤0.01%	642
2024 Q4	$24.3K	Hold	200	–	–	﹤0.01%	644
2024 Q3	$24.5K	Hold	200	–	–	﹤0.01%	623
2024 Q2	$25.5K	Hold	200	–	–	﹤0.01%	607
2024 Q1	$26.3K	Hold	200	–	–	﹤0.01%	596
2023 Q4	$23.5K	Buy	+200	New	+$24K	﹤0.01%	597
2023 Q3	–	Sell	-231	Closed	-$26.1K	–	912
2023 Q2	$26.1K	Hold	231	–	–	0.01%	566
2023 Q1	$26.4K	Hold	231	–	–	0.01%	541
2022 Q4	$28K	Hold	231	–	–	0.01%	508
2022 Q3	$23K	Hold	231	–	–	0.01%	502
2022 Q2	$23K	Hold	231	–	–	0.01%	516
2022 Q1	$25K	Hold	231	–	–	0.01%	523
2021 Q4	$18K	Buy	231 +9	+4%	+$716	﹤0.01%	543
2021 Q3	$9K	Sell	222 -31	-12%	-$2.16K	0.01%	305
2021 Q2	$19K	Hold	253	–	–	0.01%	543
2021 Q1	$17K	Buy	253 +31	+14%	+$1.98K	0.01%	445
2020 Q4	$12K	Hold	222	–	–	0.01%	291
2020 Q3	$9K	Hold	222	–	–	0.01%	305
2020 Q2	$11K	Hold	222	–	–	0.01%	255
2020 Q1	$8K	Buy	+222	New	+$14.1K	0.01%	252

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

CVA Family Office's VDE Position: Q2 2026 in Review

CVA Family Office held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 200 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

CVA Family Office first reported a position in VDE in Q1 2020 and has held it in 25 quarters since. The position peaked at $34.6K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

CVA Family Office held 200 shares of Vanguard Energy ETF worth $30K as of Q2 2026.
CVA Family Office left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #717 holding.
CVA Family Office first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's Vanguard Energy ETF position peaked at $34.6K in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.