Fee-Only Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Fee-Only Financial Planning’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	$961K	Sell	6,400 -600	-9%	-$97.2K	0.51%	18
2026 Q1	$1.21M	Sell	7,000 -800	-10%	-$121K	0.73%	17
2025 Q4	$982K	Hold	7,800	–	–	0.57%	17
2025 Q3	$982K	Hold	7,800	–	–	0.57%	17
2025 Q2	$929K	Hold	7,800	–	–	0.58%	17
2025 Q1	$1.01M	Hold	7,800	–	–	0.69%	16
2024 Q4	$946K	Hold	7,800	–	–	0.61%	17
2024 Q3	$955K	Hold	7,800	–	–	0.61%	17
2024 Q2	$995K	Sell	7,800 -100	-1%	-$13K	0.67%	16
2024 Q1	$1.04M	Sell	7,900 -200	-2%	-$24K	0.7%	16
2023 Q4	$950K	Hold	8,100	–	–	0.69%	16
2023 Q3	$1.03M	Hold	8,100	–	–	0.83%	13
2023 Q2	$914K	Hold	8,100	–	–	0.7%	17
2023 Q1	$925K	Sell	8,100 -200	-2%	-$23.7K	0.75%	16
2022 Q4	$1.01M	Buy	+8,300	New	+$1.01M	0.84%	15

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

Fee-Only Financial Planning's VDE Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Energy ETF (VDE) stake by 8.6% in Q2 2026, selling an estimated $97.2K and leaving 6,400 shares worth $961K. The position accounts for 0.51% of the portfolio, ranked #18.

Fee-Only Financial Planning first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Fee-Only Financial Planning held 6,400 shares of Vanguard Energy ETF worth $961K as of Q2 2026.
Fee-Only Financial Planning sold 600 Vanguard Energy ETF shares in Q2 2026, an estimated $97.2K.
Vanguard Energy ETF made up 0.51% of Fee-Only Financial Planning's portfolio in Q2 2026, its #18 holding.
Fee-Only Financial Planning first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
Fee-Only Financial Planning's Vanguard Energy ETF position peaked at $1.21M in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.