Forum Financial Management’s Vanguard Energy ETF VDE Stock Holding History

Forum Financial Management’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	–	Sell	-1,217	Closed	-$211K	–	366
2026 Q1	$211K	Buy	+1,217	New	+$184K	﹤0.01%	304
2024 Q2	–	Sell	-1,549	Closed	-$204K	–	770
2024 Q1	$204K	Buy	+1,549	New	+$186K	﹤0.01%	698
2023 Q4	–	Sell	-1,883	Closed	-$239K	–	723
2023 Q3	$239K	Buy	1,883 +2	+0.1%	+$245	0.01%	513
2023 Q2	$212K	Buy	1,881 +2	+0.1%	+$225	﹤0.01%	590
2023 Q1	$215K	Sell	1,879 -4	-0.2%	-$474	0.01%	531
2022 Q4	$228K	Sell	1,883 -128	-6%	-$15.6K	0.01%	496
2022 Q3	$204K	Buy	+2,011	New	+$214K	0.01%	492
2022 Q2	–	Sell	-1,976	Closed	-$211K	–	658
2022 Q1	$211K	Buy	+1,976	New	+$190K	0.01%	548

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

Forum Financial Management's VDE Position: Q2 2026 in Review

Forum Financial Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,217 shares — an estimated $211K sold.

Forum Financial Management first reported a position in VDE in Q1 2022 and held it in 8 quarters. The position peaked at $239K in Q3 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Forum Financial Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Forum Financial Management sold 1,217 Vanguard Energy ETF shares in Q2 2026, an estimated $211K.
Forum Financial Management first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 8 quarters.
Forum Financial Management's Vanguard Energy ETF position peaked at $239K in Q3 2023.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.