FFL
VDE icon

Financial Freedom LLC’s Vanguard Energy ETF VDE Stock Holding History

Financial Freedom LLC’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 		$2.68M Buy
17,854
+70
+0.4% +$11.3K 1.23% 25
2026
Q1 		$3.08M Sell
17,784
-2,970
-14% -$449K 1.53% 18
2025
Q4 		$2.61M Sell
20,754
-3,085
-13% -$388K 1.3% 23
2025
Q3 		$3M Buy
23,839
+72
+0.3% +$8.86K 1.49% 18
2025
Q2 		$2.83M Buy
23,767
+112
+0.5% +$13K 1.53% 16
2025
Q1 		$3.07M Buy
23,655
+1,872
+9% +$236K 1.76% 16
2024
Q4 		$2.64M Buy
21,783
+287
+1% +$36.5K 1.39% 22
2024
Q3 		$2.63M Buy
21,496
+587
+3% +$73.4K 1.39% 21
2024
Q2 		$2.67M Sell
20,909
-321
-2% -$41.8K 1.52% 17
2024
Q1 		$2.8M Buy
21,230
+184
+0.9% +$22.1K 1.66% 14
2023
Q4 		$2.47M Sell
21,046
-3,839
-15% -$460K 1.57% 17
2023
Q3 		$3.15M Buy
24,885
+100
+0.4% +$12.2K 2.24% 11
2023
Q2 		$2.8M Buy
24,785
+458
+2% +$51.6K 1.96% 12
2023
Q1 		$2.78M Buy
24,327
+680
+3% +$80.6K 2.02% 14
2022
Q4 		$2.87M Buy
+23,647
New +$2.88M 1.93% 12

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

Financial Freedom LLC's VDE Position: Q2 2026 in Review

Financial Freedom LLC increased its Vanguard Energy ETF (VDE) stake by 0.39% in Q2 2026, buying an estimated $11.3K and bringing the position to 17,854 shares worth $2.68M. The position accounts for 1.23% of the portfolio, ranked #25.

Financial Freedom LLC first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q3 2023. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Financial Freedom LLC held 17,854 shares of Vanguard Energy ETF worth $2.68M as of Q2 2026.
  • Financial Freedom LLC bought 70 Vanguard Energy ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Energy ETF made up 1.23% of Financial Freedom LLC's portfolio in Q2 2026, its #25 holding.
  • Financial Freedom LLC first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Vanguard Energy ETF position peaked at $3.15M in Q3 2023.
  • 762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.