IFG
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Independent Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Independent Financial Group’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 		$2.52M Sell
16,804
-2,539
-13% -$411K 0.05% 383
2026
Q1 		$3.35M Buy
19,343
+3,170
+20% +$480K 0.08% 269
2025
Q4 		$2.04M Sell
16,173
-241
-1% -$30.3K 0.05% 388
2025
Q3 		$2.07M Buy
16,414
+977
+6% +$120K 0.05% 375
2025
Q2 		$1.84M Buy
15,437
+900
+6% +$105K 0.05% 367
2025
Q1 		$1.89M Sell
14,537
-73
-0.5% -$9.22K 0.06% 299
2024
Q4 		$1.77M Sell
14,610
-1,452
-9% -$185K 0.06% 319
2024
Q3 		$1.97M Buy
16,062
+1,892
+13% +$237K 0.07% 269
2024
Q2 		$1.81M Sell
14,170
-2,317
-14% -$302K 0.07% 253
2024
Q1 		$2.17M Sell
16,487
-103
-0.6% -$12.3K 0.1% 202
2023
Q4 		$1.95M Sell
16,590
-20
-0.1% -$2.4K 0.1% 213
2023
Q3 		$2.11M Sell
16,610
-485
-3% -$59.4K 0.14% 170
2023
Q2 		$1.93M Sell
17,095
-35,594
-68% -$4.01M 0.13% 170
2023
Q1 		$6.02M Buy
52,689
+1,020
+2% +$121K 0.48% 34
2022
Q4 		$6.27M Sell
51,669
-1,690
-3% -$206K 0.54% 25
2022
Q3 		$5.42M Sell
53,359
-10,690
-17% -$1.14M 0.49% 26
2022
Q2 		$6.37M Sell
64,049
-3,216
-5% -$360K 0.68% 20
2022
Q1 		$7.2M Buy
67,265
+22,085
+49% +$2.13M 0.59% 20
2021
Q4 		$3.51M Buy
45,180
+38,597
+586% +$3.07M 0.29% 64
2021
Q3 		$486K Buy
6,583
+441
+7% +$30.8K 0.05% 376
2021
Q2 		$466K Buy
6,142
+58
+1% +$4.2K 0.05% 388
2021
Q1 		$414K Buy
6,084
+1,108
+22% +$70.8K 0.05% 379
2020
Q4 		$258K Buy
+4,976
New +$233K 0.04% 461

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's VDE Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Energy ETF (VDE) stake by 13% in Q2 2026, selling an estimated $411K and leaving 16,804 shares worth $2.52M. The position accounts for 0.05% of the portfolio, ranked #383.

Independent Financial Group first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.2M in Q1 2022. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Independent Financial Group held 16,804 shares of Vanguard Energy ETF worth $2.52M as of Q2 2026.
  • Independent Financial Group sold 2,539 Vanguard Energy ETF shares in Q2 2026, an estimated $411K.
  • Vanguard Energy ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #383 holding.
  • Independent Financial Group first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Vanguard Energy ETF position peaked at $7.2M in Q1 2022.
  • 755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.