Graves Light Lenhart Wealth’s Vanguard Energy ETF VDE Stock Holding History

Graves Light Lenhart Wealth’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	$561K	Hold	3,734	–	–	0.05%	118
2026 Q1	$646K	Hold	3,734	–	–	0.07%	105
2025 Q4	$470K	Hold	3,734	–	–	0.05%	114
2025 Q3	$470K	Hold	3,734	–	–	0.05%	118
2025 Q2	$445K	Sell	3,734 -132	-3%	-$15.4K	0.05%	118
2025 Q1	$501K	Sell	3,866 -157	-4%	-$19.8K	0.06%	114
2024 Q4	$488K	Hold	4,023	–	–	0.06%	113
2024 Q3	$493K	Hold	4,023	–	–	0.06%	112
2024 Q2	$513K	Hold	4,023	–	–	0.06%	109
2024 Q1	$530K	Hold	4,023	–	–	0.06%	105
2023 Q4	$472K	Hold	4,023	–	–	0.06%	112
2023 Q3	$483K	Sell	4,023 -2,836	-41%	-$347K	0.07%	105
2023 Q2	$774K	Sell	6,859 -4	-0.1%	-$450	0.1%	94
2023 Q1	$784K	Buy	6,863 +4	+0.1%	+$474	0.12%	85
2022 Q4	$832K	Hold	6,859	–	–	0.13%	90
2022 Q3	$697K	Hold	6,859	–	–	0.12%	94
2022 Q2	$682K	Sell	6,859 -500	-7%	-$55.9K	0.1%	98
2022 Q1	$788K	Hold	7,359	–	–	0.11%	93
2021 Q4	$571K	Hold	7,359	–	–	0.08%	105
2021 Q3	$544K	Hold	7,359	–	–	0.09%	98
2021 Q2	$558K	Hold	7,359	–	–	0.09%	97
2021 Q1	$500K	Hold	7,359	–	–	0.09%	103
2020 Q4	$382K	Buy	+7,359	New	+$344K	0.07%	110

Other funds holding VDE

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Graves Light Lenhart Wealth's VDE Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 3,734 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #118.

Graves Light Lenhart Wealth first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $832K in Q4 2022. 124 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Graves Light Lenhart Wealth held 3,734 shares of Vanguard Energy ETF worth $561K as of Q2 2026.
Graves Light Lenhart Wealth left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.05% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #118 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
Graves Light Lenhart Wealth's Vanguard Energy ETF position peaked at $832K in Q4 2022.
124 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.