Enclave Advisors’s Vanguard Energy ETF VDE Stock Holding History

Enclave 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	$473K	Sell	3,152 -3,738	-54%	-$606K	0.06%	95
2026 Q1	$1.19M	Sell	6,890 -1,268	-16%	-$192K	0.16%	69
2025 Q4	$1.03M	Sell	8,158 -1,208	-13%	-$152K	0.15%	67
2025 Q3	$1.18M	Sell	9,366 -40	-0.4%	-$4.92K	0.18%	58
2025 Q2	$1.12M	Sell	9,406 -1,569	-14%	-$183K	0.18%	58
2025 Q1	$1.42M	Sell	10,975 -35	-0.3%	-$4.42K	0.24%	51
2024 Q4	$1.34M	Sell	11,010 -76	-0.7%	-$9.68K	0.22%	52
2024 Q3	$1.36M	Buy	+11,086	New	+$1.39M	0.23%	49

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

Enclave Advisors's VDE Position: Q2 2026 in Review

Enclave Advisors reduced its Vanguard Energy ETF (VDE) stake by 54% in Q2 2026, selling an estimated $606K and leaving 3,152 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #95.

Enclave Advisors first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q1 2025. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Enclave Advisors held 3,152 shares of Vanguard Energy ETF worth $473K as of Q2 2026.
Enclave Advisors sold 3,738 Vanguard Energy ETF shares in Q2 2026, an estimated $606K.
Vanguard Energy ETF made up 0.06% of Enclave Advisors's portfolio in Q2 2026, its #95 holding.
Enclave Advisors first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's Vanguard Energy ETF position peaked at $1.42M in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.