Focus Financial Network’s Vanguard Energy ETF VDE Stock Holding History

Focus Financial Network’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	$822K	Sell	5,477 -317	-5%	-$51.4K	0.03%	382
2026 Q1	$1M	Sell	5,794 -400	-6%	-$60.5K	0.04%	314
2025 Q4	$780K	Buy	6,194 +2	+0%	+$251	0.03%	360
2025 Q3	$779K	Buy	6,192 +9	+0.1%	+$1.11K	0.03%	353
2025 Q2	$736K	Buy	6,183 +22	+0.4%	+$2.56K	0.03%	347
2025 Q1	$799K	Buy	6,161 +82	+1%	+$10.4K	0.03%	317
2024 Q4	$737K	Buy	6,079 +220	+4%	+$28K	0.03%	335
2024 Q3	$724K	Buy	+5,859	New	+$733K	0.03%	329
2024 Q2	–	Sell	-1,835	Closed	-$240K	–	671
2024 Q1	$240K	Sell	1,835 -3,766	-67%	-$451K	0.01%	553
2023 Q4	$657K	Sell	5,601 -5,641	-50%	-$676K	0.02%	397
2023 Q3	$1.43M	Sell	11,242 -1,245	-10%	-$152K	0.08%	183
2023 Q2	$1.42M	Buy	12,487 +1,356	+12%	+$153K	0.08%	190
2023 Q1	$1.27M	Sell	11,131 -153	-1%	-$18.1K	0.08%	197
2022 Q4	$1.37M	Buy	11,284 +1,144	+11%	+$139K	0.11%	154
2022 Q3	$1.04M	Sell	10,140 -8,676	-46%	-$923K	0.09%	171
2022 Q2	$1.87M	Sell	18,816 -1,748	-9%	-$196K	0.15%	121
2022 Q1	$2.2M	Buy	+20,564	New	+$1.98M	0.15%	115

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

Focus Financial Network's VDE Position: Q2 2026 in Review

Focus Financial Network reduced its Vanguard Energy ETF (VDE) stake by 5.5% in Q2 2026, selling an estimated $51.4K and leaving 5,477 shares worth $822K. The position accounts for 0.03% of the portfolio, ranked #382.

Focus Financial Network first reported a position in VDE in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.2M in Q1 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Focus Financial Network held 5,477 shares of Vanguard Energy ETF worth $822K as of Q2 2026.
Focus Financial Network sold 317 Vanguard Energy ETF shares in Q2 2026, an estimated $51.4K.
Vanguard Energy ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #382 holding.
Focus Financial Network first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 17 quarters since.
Focus Financial Network's Vanguard Energy ETF position peaked at $2.2M in Q1 2022.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.