GWM
VDE icon

GoalFusion Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

GoalFusion Wealth Management’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 		$5.2M Buy
34,639
+3,144
+10% +$509K 2.1% 10
2026
Q1 		$5.45M Sell
31,495
-5,330
-14% -$806K 2.47% 10
2025
Q4 		$4.64M Sell
36,825
-16,942
-32% -$2.13M 2.14% 10
2025
Q3 		$6.77M Buy
53,767
+2,131
+4% +$262K 3.23% 7
2025
Q2 		$6.15M Buy
51,636
+2,182
+4% +$254K 3.16% 7
2025
Q1 		$6.41M Sell
49,454
-1,426
-3% -$180K 3.51% 7
2024
Q4 		$6.17M Buy
50,880
+2,724
+6% +$347K 3.36% 7
2024
Q3 		$5.9M Buy
48,156
+3,611
+8% +$452K 3.27% 7
2024
Q2 		$5.68M Buy
44,545
+1,043
+2% +$136K 3.53% 7
2024
Q1 		$5.73M Sell
43,502
-37
-0.1% -$4.43K 3.65% 7
2023
Q4 		$5.11M Buy
43,539
+1,886
+5% +$226K 3.48% 7
2023
Q3 		$5.28M Sell
41,653
-1,882
-4% -$230K 3.92% 6
2023
Q2 		$4.91M Buy
43,535
+1,397
+3% +$157K 3.62% 7
2023
Q1 		$4.81M Sell
42,138
-9,593
-19% -$1.14M 3.78% 6
2022
Q4 		$6.46M Sell
51,731
-1,323
-2% -$161K 5.21% 6
2022
Q3 		$5.39M Buy
53,054
+2,320
+5% +$247K 5.1% 6
2022
Q2 		$5.05M Sell
50,734
-3,049
-6% -$341K 4.73% 6
2022
Q1 		$5.76M Sell
53,783
-12,098
-18% -$1.16M 4.96% 6
2021
Q4 		$4.48M Buy
+65,881
New +$5.24M 4.41% 5

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

GoalFusion Wealth Management's VDE Position: Q2 2026 in Review

GoalFusion Wealth Management increased its Vanguard Energy ETF (VDE) stake by 10% in Q2 2026, buying an estimated $509K and bringing the position to 34,639 shares worth $5.2M. The position accounts for 2.1% of the portfolio, ranked #10.

GoalFusion Wealth Management first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.77M in Q3 2025. 125 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • GoalFusion Wealth Management held 34,639 shares of Vanguard Energy ETF worth $5.2M as of Q2 2026.
  • GoalFusion Wealth Management bought 3,144 Vanguard Energy ETF shares in Q2 2026, an estimated $509K.
  • Vanguard Energy ETF made up 2.1% of GoalFusion Wealth Management's portfolio in Q2 2026, its #10 holding.
  • GoalFusion Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • GoalFusion Wealth Management's Vanguard Energy ETF position peaked at $6.77M in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.