EC
VDE icon

Estate Counselors’s Vanguard Energy ETF VDE Stock Holding History

Estate Counselors’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 		$10.5M Sell
70,139
-12,850
-15% -$2.08M 0.91% 12
2026
Q1 		$14.4M Sell
82,989
-30,431
-27% -$4.6M 1.28% 12
2025
Q4 		$14.3M Sell
113,420
-550
-0.5% -$69.1K 1.2% 9
2025
Q3 		$14.3M Buy
113,970
+2,010
+2% +$247K 1.23% 9
2025
Q2 		$13.3M Sell
111,960
-1,385
-1% -$161K 1.31% 9
2025
Q1 		$14.7M Buy
113,345
+465
+0.4% +$58.7K 1.52% 6
2024
Q4 		$13.7M Buy
+112,880
New +$14.4M 1.46% 6
2023
Q2 		– Sell
-49,950
Closed -$5.71M – 134
2023
Q1 		$5.71M Buy
49,950
+16,975
+51% +$2.01M 0.75% 31
2022
Q4 		$4M Hold
32,975
– – 0.56% 47
2022
Q3 		$3.35M Sell
32,975
-32,595
-50% -$3.47M 0.52% 42
2022
Q2 		$6.52M Sell
65,570
-36,435
-36% -$4.08M 0.97% 34
2022
Q1 		$10.9M Sell
102,005
-1,250
-1% -$120K 1.42% 23
2021
Q4 		$8.01M Sell
103,255
-370
-0.4% -$29.4K 0.97% 33
2021
Q3 		$7.66M Sell
103,625
-157,760
-60% -$11M 0.96% 30
2021
Q2 		$19.8M Sell
261,385
-215
-0.1% -$15.6K 2.6% 11
2021
Q1 		$17.8M Buy
261,600
+158,450
+154% +$10.1M 2.61% 7
2020
Q4 		$5.35M Sell
103,150
-550
-0.5% -$25.7K 0.8% 37
2020
Q3 		$4.18M Buy
103,700
+3,550
+4% +$169K 0.65% 41
2020
Q2 		$5.04M Sell
100,150
-47,500
-32% -$2.34M 0.8% 39
2020
Q1 		$5.64M Buy
+147,650
New +$9.37M 0.93% 40
2016
Q1 		– Sell
-19,100
Closed -$1.59M – 69
2015
Q4 		$1.59M Buy
+19,100
New +$1.74M 0.65% 37

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

Estate Counselors's VDE Position: Q2 2026 in Review

Estate Counselors reduced its Vanguard Energy ETF (VDE) stake by 15% in Q2 2026, selling an estimated $2.08M and leaving 70,139 shares worth $10.5M. The position accounts for 0.91% of the portfolio, ranked #12.

Estate Counselors first reported a position in VDE in Q4 2015 and has held it in 21 quarters since. The position peaked at $19.8M in Q2 2021. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Estate Counselors held 70,139 shares of Vanguard Energy ETF worth $10.5M as of Q2 2026.
  • Estate Counselors sold 12,850 Vanguard Energy ETF shares in Q2 2026, an estimated $2.08M.
  • Vanguard Energy ETF made up 0.91% of Estate Counselors's portfolio in Q2 2026, its #12 holding.
  • Estate Counselors first reported a position in Vanguard Energy ETF in Q4 2015 and has held it in 21 quarters since.
  • Estate Counselors's Vanguard Energy ETF position peaked at $19.8M in Q2 2021.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.