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Gerald Baker Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Gerald Baker Financial Group’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 		$6.23M Sell
41,521
-5,433
-12% -$880K 1.77% 16
2026
Q1 		$8.12M Buy
+46,954
New +$7.1M 2.57% 11

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gerald Baker Financial Group's VDE Position: Q2 2026 in Review

Gerald Baker Financial Group reduced its Vanguard Energy ETF (VDE) stake by 12% in Q2 2026, selling an estimated $880K and leaving 41,521 shares worth $6.23M. The position accounts for 1.77% of the portfolio, ranked #16.

Gerald Baker Financial Group first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.12M in Q1 2026. 756 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Gerald Baker Financial Group held 41,521 shares of Vanguard Energy ETF worth $6.23M as of Q2 2026.
  • Gerald Baker Financial Group sold 5,433 Vanguard Energy ETF shares in Q2 2026, an estimated $880K.
  • Vanguard Energy ETF made up 1.77% of Gerald Baker Financial Group's portfolio in Q2 2026, its #16 holding.
  • Gerald Baker Financial Group first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Vanguard Energy ETF position peaked at $8.12M in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.