Greenwood Gearhart’s Vanguard Energy ETF VDE Stock Holding History

Greenwood Gearhart’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	$28.2M	Buy	187,545 +5,834	+3%	+$945K	1.31%	26
2026 Q1	$31.4M	Buy	181,711 +6,062	+3%	+$917K	1.7%	24
2025 Q4	$22.1M	Buy	175,649 +11,107	+7%	+$1.4M	1.22%	27
2025 Q3	$20.7M	Buy	164,542 +5,432	+3%	+$669K	1.19%	29
2025 Q2	$19M	Buy	159,110 +10,614	+7%	+$1.24M	1.18%	29
2025 Q1	$19.3M	Buy	148,496 +14,156	+11%	+$1.79M	1.33%	25
2024 Q4	$16.3M	Buy	134,340 +19,763	+17%	+$2.52M	1.12%	28
2024 Q3	$14M	Buy	114,577 +13,047	+13%	+$1.63M	1.17%	28
2024 Q2	$13M	Buy	101,530 +1,773	+2%	+$231K	1.22%	24
2024 Q1	$13.1M	Buy	99,757 +99,334	+23,483%	+$11.9M	1.28%	25
2023 Q4	$49.6K	Buy	+423	New	+$50.7K	0.01%	165

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

Greenwood Gearhart's VDE Position: Q2 2026 in Review

Greenwood Gearhart increased its Vanguard Energy ETF (VDE) stake by 3.2% in Q2 2026, buying an estimated $945K and bringing the position to 187,545 shares worth $28.2M. The position accounts for 1.31% of the portfolio, ranked #26.

Greenwood Gearhart first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.4M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Greenwood Gearhart held 187,545 shares of Vanguard Energy ETF worth $28.2M as of Q2 2026.
Greenwood Gearhart bought 5,834 Vanguard Energy ETF shares in Q2 2026, an estimated $945K.
Vanguard Energy ETF made up 1.31% of Greenwood Gearhart's portfolio in Q2 2026, its #26 holding.
Greenwood Gearhart first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Greenwood Gearhart's Vanguard Energy ETF position peaked at $31.4M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.