Indiana Trust & Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Indiana Trust & Investment Management’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	$480K	Hold	3,200	–	–	0.13%	109
2026 Q1	$554K	Hold	3,200	–	–	0.17%	95
2025 Q4	$403K	Hold	3,200	–	–	0.12%	124
2025 Q3	$403K	Hold	3,200	–	–	0.12%	121
2025 Q2	$381K	Hold	3,200	–	–	0.13%	123
2025 Q1	$415K	Hold	3,200	–	–	0.15%	111
2024 Q4	$388K	Buy	+3,200	New	+$407K	0.13%	117

Other funds holding VDE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Indiana Trust & Investment Management's VDE Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 3,200 shares worth $480K. The position accounts for 0.13% of the portfolio, ranked #109.

Indiana Trust & Investment Management first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q1 2026. 475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Indiana Trust & Investment Management held 3,200 shares of Vanguard Energy ETF worth $480K as of Q2 2026.
Indiana Trust & Investment Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.13% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #109 holding.
Indiana Trust & Investment Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Indiana Trust & Investment Management's Vanguard Energy ETF position peaked at $554K in Q1 2026.
475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.