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Dunhill Financial’s Vanguard Energy ETF VDE Stock Holding History

Dunhill Financial’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 		$7.73M Buy
50,901
+11,365
+29% +$1.84M 1.58% 11
2026
Q1 		$6.84M Buy
39,536
+39,346
+20,708% +$5.95M 1.61% 12
2025
Q4 		$23.9K Buy
190
+100
+111% +$12.6K 0.01% 372
2025
Q3 		$11.3K Hold
90
– – ﹤0.01% 449
2025
Q2 		$10.7K Buy
+90
New +$10.5K ﹤0.01% 430

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

Dunhill Financial's VDE Position: Q2 2026 in Review

Dunhill Financial increased its Vanguard Energy ETF (VDE) stake by 29% in Q2 2026, buying an estimated $1.84M and bringing the position to 50,901 shares worth $7.73M. The position accounts for 1.58% of the portfolio, ranked #11.

Dunhill Financial first reported a position in VDE in Q2 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Dunhill Financial held 50,901 shares of Vanguard Energy ETF worth $7.73M as of Q2 2026.
  • Dunhill Financial bought 11,365 Vanguard Energy ETF shares in Q2 2026, an estimated $1.84M.
  • Vanguard Energy ETF made up 1.58% of Dunhill Financial's portfolio in Q2 2026, its #11 holding.
  • Dunhill Financial first reported a position in Vanguard Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.