Elite Financial’s Vanguard Energy ETF VDE Stock Holding History

Elite 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	$1.98M	Sell	13,175 -1,249	-9%	-$202K	0.8%	18
2026 Q1	$2.5M	Buy	14,424 +972	+7%	+$147K	1.12%	17
2025 Q4	$1.69M	Sell	13,452 -133	-1%	-$16.7K	0.77%	19
2025 Q3	$1.73M	Sell	13,585 -139	-1%	-$17.1K	0.79%	18
2025 Q2	$1.65M	Sell	13,724 -1,193	-8%	-$139K	0.81%	18
2025 Q1	$1.94M	Buy	14,917 +85	+0.6%	+$10.7K	1.02%	16
2024 Q4	$1.8M	Buy	+14,832	New	+$1.89M	0.97%	16

Other funds holding VDE

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Elite Financial's VDE Position: Q2 2026 in Review

Elite Financial reduced its Vanguard Energy ETF (VDE) stake by 8.7% in Q2 2026, selling an estimated $202K and leaving 13,175 shares worth $1.98M. The position accounts for 0.8% of the portfolio, ranked #18.

Elite Financial first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q1 2026. 660 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Elite Financial held 13,175 shares of Vanguard Energy ETF worth $1.98M as of Q2 2026.
Elite Financial sold 1,249 Vanguard Energy ETF shares in Q2 2026, an estimated $202K.
Vanguard Energy ETF made up 0.8% of Elite Financial's portfolio in Q2 2026, its #18 holding.
Elite Financial first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's Vanguard Energy ETF position peaked at $2.5M in Q1 2026.
660 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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