HAP
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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

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 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
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
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
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 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. 209 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.
  • 209 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.