Goldstone Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Goldstone 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	$1.11M	Sell	7,380 -64	-0.9%	-$10.4K	0.1%	117
2026 Q1	$1.29M	Sell	7,444 -5,909	-44%	-$894K	0.14%	101
2025 Q4	$1.68M	Buy	13,353 +1,289	+11%	+$162K	0.19%	80
2025 Q3	$1.52M	Buy	12,064 +848	+8%	+$104K	0.18%	80
2025 Q2	$1.37M	Buy	11,216 +998	+10%	+$116K	0.18%	76
2025 Q1	$1.33M	Sell	10,218 -1,781	-15%	-$225K	0.2%	76
2024 Q4	$1.46M	Buy	11,999 +1,232	+11%	+$157K	0.23%	70
2024 Q3	$1.32M	Sell	10,767 -21	-0.2%	-$2.63K	0.23%	71
2024 Q2	$1.38M	Buy	10,788 +1,084	+11%	+$141K	0.28%	63
2024 Q1	$1.28M	Buy	9,704 +137	+1%	+$16.4K	0.29%	64
2023 Q4	$1.12M	Sell	9,567 -2,661	-22%	-$319K	0.29%	64
2023 Q3	$1.55M	Buy	12,228 +645	+6%	+$79K	0.46%	43
2023 Q2	$1.31M	Buy	11,583 +2,700	+30%	+$304K	0.38%	51
2023 Q1	$1.01M	Buy	+8,883	New	+$1.05M	0.33%	50

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

Goldstone Financial Group's VDE Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard Energy ETF (VDE) stake by 0.86% in Q2 2026, selling an estimated $10.4K and leaving 7,380 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #117.

Goldstone Financial Group first reported a position in VDE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2025. 765 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Goldstone Financial Group held 7,380 shares of Vanguard Energy ETF worth $1.11M as of Q2 2026.
Goldstone Financial Group sold 64 Vanguard Energy ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Energy ETF made up 0.1% of Goldstone Financial Group's portfolio in Q2 2026, its #117 holding.
Goldstone Financial Group first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's Vanguard Energy ETF position peaked at $1.68M in Q4 2025.
765 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.