DHJJ Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

DHJJ Financial Advisors’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	$31.8K	Hold	212	–	–	0.01%	478
2026 Q1	$36.7K	Buy	212 +84	+66%	+$12.7K	0.01%	451
2025 Q4	$16.1K	Hold	128	–	–	0.01%	522
2025 Q3	$16.1K	Hold	128	–	–	0.01%	507
2025 Q2	$15.2K	Hold	128	–	–	0.01%	506
2025 Q1	$16.6K	Hold	128	–	–	0.01%	451
2024 Q4	$15.5K	Hold	128	–	–	0.01%	451
2024 Q3	$15.7K	Hold	128	–	–	0.01%	438
2024 Q2	$16.3K	Hold	128	–	–	0.01%	398
2024 Q1	$16.9K	Hold	128	–	–	0.01%	384
2023 Q4	$15K	Hold	128	–	–	0.01%	387
2023 Q3	$16.2K	Buy	+128	New	+$15.7K	0.01%	381

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 $1.59B AUM 11.62% 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

DHJJ Financial Advisors's VDE Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 212 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #478.

DHJJ Financial Advisors first reported a position in VDE in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.7K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

DHJJ Financial Advisors held 212 shares of Vanguard Energy ETF worth $31.8K as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #478 holding.
DHJJ Financial Advisors first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Energy ETF position peaked at $36.7K in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.