BFC Planning, Inc.’s Vanguard Energy ETF VDE Stock Holding History

BFC Planning, Inc.’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	$1.55M	Sell	10,355 -3,142	-23%	-$509K	0.06%	292
2026 Q1	$2.34M	Buy	13,497 +4,858	+56%	+$735K	0.1%	197
2025 Q4	$1.09M	Buy	8,639 +949	+12%	+$119K	0.05%	350
2025 Q3	$968K	Buy	7,690 +1,106	+17%	+$136K	0.07%	237
2025 Q2	$784K	Buy	6,584 +241	+4%	+$28K	0.06%	268
2025 Q1	$823K	Sell	6,343 -179	-3%	-$22.6K	0.07%	237
2024 Q4	$791K	Buy	+6,522	New	+$830K	0.07%	242

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 $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s VDE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Energy ETF (VDE) stake by 23% in Q2 2026, selling an estimated $509K and leaving 10,355 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #292.

BFC Planning, Inc. first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q1 2026. 770 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

BFC Planning, Inc. held 10,355 shares of Vanguard Energy ETF worth $1.55M as of Q2 2026.
BFC Planning, Inc. sold 3,142 Vanguard Energy ETF shares in Q2 2026, an estimated $509K.
Vanguard Energy ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #292 holding.
BFC Planning, Inc. first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Energy ETF position peaked at $2.34M in Q1 2026.
770 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.