Founders Grove Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Founders Grove Wealth Partners’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	$2.72M	Sell	18,141 -2,887	-14%	-$468K	0.54%	43
2026 Q1	$3.64M	Buy	21,028 +326	+2%	+$49.3K	0.83%	32
2025 Q4	$2.61M	Buy	20,702 +154	+0.7%	+$19.3K	0.59%	40
2025 Q3	$2.59M	Sell	20,548 -331	-2%	-$40.7K	0.61%	41
2025 Q2	$2.49M	Buy	20,879 +946	+5%	+$110K	0.62%	38
2025 Q1	$2.59M	Buy	19,933 +709	+4%	+$89.5K	0.72%	37
2024 Q4	$2.33M	Buy	+19,224	New	+$2.45M	0.68%	41

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

Founders Grove Wealth Partners's VDE Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard Energy ETF (VDE) stake by 14% in Q2 2026, selling an estimated $468K and leaving 18,141 shares worth $2.72M. The position accounts for 0.54% of the portfolio, ranked #43.

Founders Grove Wealth Partners first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Founders Grove Wealth Partners held 18,141 shares of Vanguard Energy ETF worth $2.72M as of Q2 2026.
Founders Grove Wealth Partners sold 2,887 Vanguard Energy ETF shares in Q2 2026, an estimated $468K.
Vanguard Energy ETF made up 0.54% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #43 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's Vanguard Energy ETF position peaked at $3.64M in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.