Freestone Capital Holdings’s Vanguard Energy ETF VDE Stock Holding History

Freestone Capital Holdings’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	$322K	Sell	2,147 -561	-21%	-$90.9K	0.01%	472
2026 Q1	$469K	Buy	2,708 +776	+40%	+$117K	0.01%	352
2025 Q4	$243K	Hold	1,932	–	–	0.01%	474
2025 Q3	$243K	Sell	1,932 -999	-34%	-$123K	0.01%	465
2025 Q2	$349K	Buy	2,931 +39	+1%	+$4.54K	0.01%	341
2025 Q1	$375K	Buy	2,892 +1,001	+53%	+$126K	0.01%	320
2024 Q4	$229K	Buy	+1,891	New	+$241K	0.01%	395
2020 Q1	–	Sell	-41,605	Closed	-$3.39M	–	417
2019 Q4	$3.39M	Buy	+41,605	New	+$3.24M	0.07%	129
2019 Q1	–	Sell	-103,962	Closed	-$8.02M	–	424
2018 Q4	$8.02M	Buy	+103,962	New	+$9.52M	0.54%	51

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

Freestone Capital Holdings's VDE Position: Q2 2026 in Review

Freestone Capital Holdings reduced its Vanguard Energy ETF (VDE) stake by 21% in Q2 2026, selling an estimated $90.9K and leaving 2,147 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #472.

Freestone Capital Holdings first reported a position in VDE in Q4 2018 and has held it in 9 quarters since. The position peaked at $8.02M in Q4 2018. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Freestone Capital Holdings held 2,147 shares of Vanguard Energy ETF worth $322K as of Q2 2026.
Freestone Capital Holdings sold 561 Vanguard Energy ETF shares in Q2 2026, an estimated $90.9K.
Vanguard Energy ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #472 holding.
Freestone Capital Holdings first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 9 quarters since.
Freestone Capital Holdings's Vanguard Energy ETF position peaked at $8.02M in Q4 2018.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.