FTA
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Financial & Tax Architects’s Vanguard Energy ETF VDE Stock Holding History

Financial & Tax Architects’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 		$383K Sell
2,554
-94
-4% -$15.2K 0.08% 96
2026
Q1 		$458K Sell
2,648
-56
-2% -$8.47K 0.1% 91
2025
Q4 		$340K Buy
2,704
+25
+0.9% +$3.14K 0.08% 93
2025
Q3 		$337K Buy
2,679
+236
+10% +$29.1K 0.07% 94
2025
Q2 		$291K Buy
2,443
+133
+6% +$15.5K 0.07% 86
2025
Q1 		$300K Sell
2,310
-25
-1% -$3.16K 0.08% 96
2024
Q4 		$283K Buy
2,335
+76
+3% +$9.68K 0.07% 99
2024
Q3 		$277K Sell
2,259
-281
-11% -$35.1K 0.07% 90
2024
Q2 		$324K Sell
2,540
-69
-3% -$8.98K 0.09% 81
2024
Q1 		$344K Buy
2,609
+48
+2% +$5.75K 0.09% 79
2023
Q4 		$300K Sell
2,561
-326
-11% -$39.1K 0.09% 74
2023
Q3 		$366K Buy
2,887
+46
+2% +$5.63K 0.11% 66
2023
Q2 		$321K Sell
2,841
-13,548
-83% -$1.53M 0.1% 65
2023
Q1 		$1.87M Sell
16,389
-11,770
-42% -$1.4M 0.62% 40
2022
Q4 		$3.53M Sell
28,159
-137
-0.5% -$16.7K 1.2% 37
2022
Q3 		$2.87M Buy
28,296
+795
+3% +$84.6K 1.08% 34
2022
Q2 		$2.74M Buy
27,501
+1,098
+4% +$123K 1.04% 36
2022
Q1 		$2.83M Sell
26,403
-866
-3% -$83.4K 1.07% 36
2021
Q4 		$2.12M Buy
27,269
+1,963
+8% +$156K 0.86% 40
2021
Q3 		$1.87M Buy
25,306
+6,472
+34% +$451K 0.85% 41
2021
Q2 		$1.43M Buy
18,834
+10,622
+129% +$770K 0.7% 42
2021
Q1 		$558K Buy
+8,212
New +$525K 0.31% 59

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 & Tax Architects's VDE Position: Q2 2026 in Review

Financial & Tax Architects reduced its Vanguard Energy ETF (VDE) stake by 3.5% in Q2 2026, selling an estimated $15.2K and leaving 2,554 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #96.

Financial & Tax Architects first reported a position in VDE in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.53M in Q4 2022. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Financial & Tax Architects held 2,554 shares of Vanguard Energy ETF worth $383K as of Q2 2026.
  • Financial & Tax Architects sold 94 Vanguard Energy ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard Energy ETF made up 0.08% of Financial & Tax Architects's portfolio in Q2 2026, its #96 holding.
  • Financial & Tax Architects first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Vanguard Energy ETF position peaked at $3.53M in Q4 2022.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.