DI
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Disciplined Investments’s Vanguard Energy ETF VDE Stock Holding History

Disciplined Investments’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 		$529K Buy
3,524
+23
+0.7% +$3.73K 0.17% 89
2026
Q1 		$606K Buy
3,501
+1
+0% +$151 0.22% 75
2025
Q4 		$441K Buy
3,500
+27
+0.8% +$3.39K 0.17% 89
2025
Q3 		$437K Buy
3,473
+25
+0.7% +$3.08K 0.17% 86
2025
Q2 		$411K Sell
3,448
-34
-1% -$3.96K 0.17% 91
2025
Q1 		$452K Buy
3,482
+24
+0.7% +$3.03K 0.21% 87
2024
Q4 		$420K Buy
3,458
+36
+1% +$4.58K 0.21% 90
2024
Q3 		$419K Buy
3,422
+186
+6% +$23.3K 0.21% 85
2024
Q2 		$413K Buy
3,236
+407
+14% +$53K 0.22% 84
2024
Q1 		$373K Buy
2,829
+27
+1% +$3.24K 0.2% 85
2023
Q4 		$329K Buy
2,802
+42
+2% +$5.04K 0.19% 86
2023
Q3 		$350K Buy
2,760
+22
+0.8% +$2.69K 0.21% 88
2023
Q2 		$309K Hold
2,738
– – 0.17% 97
2023
Q1 		$313K Buy
2,738
+23
+0.8% +$2.73K 0.13% 111
2022
Q4 		$329K Sell
2,715
-1,146
-30% -$140K 0.16% 99
2022
Q3 		$392K Hold
3,861
– – 0.18% 95
2022
Q2 		$384K Buy
3,861
+38
+1% +$4.25K 0.17% 96
2022
Q1 		$409K Sell
3,823
-817
-18% -$78.6K 0.17% 96
2021
Q4 		$360K Buy
4,640
+94
+2% +$7.48K 0.16% 96
2021
Q3 		$336K Sell
4,546
-53
-1% -$3.7K 0.16% 95
2021
Q2 		$349K Buy
4,599
+83
+2% +$6.02K 0.18% 92
2021
Q1 		$307K Hold
4,516
– – 0.18% 90
2020
Q4 		$234K Sell
4,516
-212
-4% -$9.91K 0.16% 84
2020
Q3 		$191K Buy
4,728
+57
+1% +$2.71K 0.14% 93
2020
Q2 		$235K Buy
4,671
+1,023
+28% +$50.5K 0.18% 82
2020
Q1 		$139K Sell
3,648
-80
-2% -$5.08K 0.13% 98
2019
Q4 		$304K Buy
+3,728
New +$290K 0.26% 71

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

Disciplined Investments's VDE Position: Q2 2026 in Review

Disciplined Investments increased its Vanguard Energy ETF (VDE) stake by 0.66% in Q2 2026, buying an estimated $3.73K and bringing the position to 3,524 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #89.

Disciplined Investments first reported a position in VDE in Q4 2019 and has held it in 27 quarters since. The position peaked at $606K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Disciplined Investments held 3,524 shares of Vanguard Energy ETF worth $529K as of Q2 2026.
  • Disciplined Investments bought 23 Vanguard Energy ETF shares in Q2 2026, an estimated $3.73K.
  • Vanguard Energy ETF made up 0.17% of Disciplined Investments's portfolio in Q2 2026, its #89 holding.
  • Disciplined Investments first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Vanguard Energy ETF position peaked at $606K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.