Hershey Financial Advisers’s Vanguard Energy ETF VDE Stock Holding History

Hershey Financial Advisers’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	$1.61M	Sell	10,707 -1,480	-12%	-$240K	1.15%	34
2026 Q1	$2.11M	Sell	12,187 -1,279	-9%	-$193K	1.82%	17
2025 Q4	$1.7M	Sell	13,466 -470	-3%	-$59K	1.43%	23
2025 Q3	$1.75M	Buy	13,936 +4,025	+41%	+$495K	1.5%	24
2025 Q2	$1.18M	Buy	+9,911	New	+$1.15M	1.06%	42
2024 Q4	$1.11M	Buy	+9,186	New	+$1.17M	0.98%	40
2024 Q2	$1.68M	Buy	+13,157	New	+$1.71M	1.51%	11

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

Hershey Financial Advisers's VDE Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Energy ETF (VDE) stake by 12% in Q2 2026, selling an estimated $240K and leaving 10,707 shares worth $1.61M. The position accounts for 1.15% of the portfolio, ranked #34.

Hershey Financial Advisers first reported a position in VDE in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q1 2026. 761 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Hershey Financial Advisers held 10,707 shares of Vanguard Energy ETF worth $1.61M as of Q2 2026.
Hershey Financial Advisers sold 1,480 Vanguard Energy ETF shares in Q2 2026, an estimated $240K.
Vanguard Energy ETF made up 1.15% of Hershey Financial Advisers's portfolio in Q2 2026, its #34 holding.
Hershey Financial Advisers first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Energy ETF position peaked at $2.11M in Q1 2026.
761 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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