HM Payson & Co’s Vanguard Energy ETF VDE Stock Holding History

HM Payson & Co’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	$30K	Hold	200	–	–	﹤0.01%	803
2026 Q1	$34.6K	Hold	200	–	–	﹤0.01%	766
2025 Q4	$25.2K	Sell	200 -200	-50%	-$25.1K	﹤0.01%	800
2025 Q3	$50.3K	Buy	400 +200	+100%	+$24.6K	﹤0.01%	690
2025 Q2	$23.8K	Hold	200	–	–	﹤0.01%	761
2025 Q1	$25.9K	Hold	200	–	–	﹤0.01%	750
2024 Q4	$24.3K	Hold	200	–	–	﹤0.01%	753
2024 Q3	$24.5K	Hold	200	–	–	﹤0.01%	739
2024 Q2	$25.5K	Hold	200	–	–	﹤0.01%	720
2024 Q1	$26.3K	Hold	200	–	–	﹤0.01%	701
2023 Q4	$23.5K	Hold	200	–	–	﹤0.01%	713
2023 Q3	$25.3K	Hold	200	–	–	﹤0.01%	697
2023 Q2	$22.6K	Hold	200	–	–	﹤0.01%	700
2023 Q1	$22.8K	Hold	200	–	–	﹤0.01%	693
2022 Q4	$24.3K	Hold	200	–	–	﹤0.01%	652
2022 Q3	$20K	Hold	200	–	–	﹤0.01%	702
2022 Q2	$20K	Hold	200	–	–	﹤0.01%	719
2022 Q1	$21K	Hold	200	–	–	﹤0.01%	744
2021 Q4	$16K	Buy	+200	New	+$15.9K	﹤0.01%	807

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

HM Payson & Co's VDE Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 200 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

HM Payson & Co first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $50.3K in Q3 2025. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

HM Payson & Co held 200 shares of Vanguard Energy ETF worth $30K as of Q2 2026.
HM Payson & Co left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #803 holding.
HM Payson & Co first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
HM Payson & Co's Vanguard Energy ETF position peaked at $50.3K in Q3 2025.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.