Gleason Group’s Vanguard Energy ETF VDE Stock Holding History

Gleason 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	$33.2K	Buy	221 +2	+0.9%	+$324	﹤0.01%	157
2026 Q1	$38K	Buy	219 +1	+0.5%	+$151	﹤0.01%	133
2025 Q4	$27.5K	Buy	218 +2	+0.9%	+$251	﹤0.01%	143
2025 Q3	$27.2K	Buy	216 +1	+0.5%	+$123	﹤0.01%	130
2025 Q2	$25.6K	Buy	215 +2	+0.9%	+$233	﹤0.01%	139
2025 Q1	$27.6K	Buy	213 +1	+0.5%	+$126	0.01%	132
2024 Q4	$25.7K	Buy	212 +4	+2%	+$509	﹤0.01%	138
2024 Q3	$25.5K	Buy	208 +2	+1%	+$250	﹤0.01%	137
2024 Q2	$26.3K	Hold	206	–	–	0.01%	151
2024 Q1	$27.2K	Buy	206 +1	+0.5%	+$120	0.01%	137
2023 Q4	$24K	Buy	205 +3	+1%	+$360	0.01%	142
2023 Q3	$25.6K	Buy	202 +2	+1%	+$245	0.01%	141
2023 Q2	$22.6K	Buy	+200	New	+$22.5K	0.01%	147
2022 Q3	–	Sell	-44	Closed	-$4K	–	252
2022 Q2	$4K	Buy	+44	New	+$4.92K	﹤0.01%	210

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

Gleason Group's VDE Position: Q2 2026 in Review

Gleason Group increased its Vanguard Energy ETF (VDE) stake by 0.91% in Q2 2026, buying an estimated $324 and bringing the position to 221 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Gleason Group first reported a position in VDE in Q2 2022 and has held it in 14 quarters since. The position peaked at $38K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Gleason Group held 221 shares of Vanguard Energy ETF worth $33.2K as of Q2 2026.
Gleason Group bought 2 Vanguard Energy ETF shares in Q2 2026, an estimated $324.
Vanguard Energy ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #157 holding.
Gleason Group first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 14 quarters since.
Gleason Group's Vanguard Energy ETF position peaked at $38K in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.