Hoge Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Hoge Financial Services’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	$495K	Sell	3,298 -102	-3%	-$16.5K	0.24%	37
2026 Q1	$588K	Sell	3,400 -916	-21%	-$139K	0.31%	34
2025 Q4	$543K	Sell	4,316 -1,034	-19%	-$130K	0.29%	38
2025 Q3	$673K	Sell	5,350 -60	-1%	-$7.39K	0.39%	31
2025 Q2	$644K	Sell	5,410 -1,345	-20%	-$157K	0.4%	28
2025 Q1	$876K	Sell	6,755 -652	-9%	-$82.3K	0.61%	21
2024 Q4	$899K	Sell	7,407 -961	-11%	-$122K	0.66%	20
2024 Q3	$1.02M	Buy	8,368 +87	+1%	+$10.9K	0.77%	18
2024 Q2	$1.06M	Sell	8,281 -951	-10%	-$124K	0.87%	16
2024 Q1	$1.22M	Sell	9,232 -5,846	-39%	-$701K	0.99%	15
2023 Q4	$1.77M	Buy	+15,078	New	+$1.81M	1.77%	13

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

Hoge Financial Services's VDE Position: Q2 2026 in Review

Hoge Financial Services reduced its Vanguard Energy ETF (VDE) stake by 3% in Q2 2026, selling an estimated $16.5K and leaving 3,298 shares worth $495K. The position accounts for 0.24% of the portfolio, ranked #37.

Hoge Financial Services first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q4 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Hoge Financial Services held 3,298 shares of Vanguard Energy ETF worth $495K as of Q2 2026.
Hoge Financial Services sold 102 Vanguard Energy ETF shares in Q2 2026, an estimated $16.5K.
Vanguard Energy ETF made up 0.24% of Hoge Financial Services's portfolio in Q2 2026, its #37 holding.
Hoge Financial Services first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Hoge Financial Services's Vanguard Energy ETF position peaked at $1.77M in Q4 2023.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.