Harbor Asset Planning’s Vanguard Energy ETF VDE Stock Holding History

Harbor Asset Planning’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	$271K	Buy	1,802 +12	+0.7%	+$1.94K	0.2%	88
2026 Q1	$310K	Buy	1,790 +584	+48%	+$88.3K	0.26%	77
2025 Q4	$152K	Buy	1,206 +874	+263%	+$110K	0.13%	107
2025 Q3	$41.8K	Buy	332 +2	+0.6%	+$246	0.04%	202
2025 Q2	$39.3K	Buy	+330	New	+$38.4K	0.04%	200

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

Harbor Asset Planning's VDE Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard Energy ETF (VDE) stake by 0.67% in Q2 2026, buying an estimated $1.94K and bringing the position to 1,802 shares worth $271K. The position accounts for 0.2% of the portfolio, ranked #88.

Harbor Asset Planning first reported a position in VDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Harbor Asset Planning held 1,802 shares of Vanguard Energy ETF worth $271K as of Q2 2026.
Harbor Asset Planning bought 12 Vanguard Energy ETF shares in Q2 2026, an estimated $1.94K.
Vanguard Energy ETF made up 0.2% of Harbor Asset Planning's portfolio in Q2 2026, its #88 holding.
Harbor Asset Planning first reported a position in Vanguard Energy ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Vanguard Energy ETF position peaked at $310K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.