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Investment Research & Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Investment Research & Advisory 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 		$617K Buy
4,110
+28
+0.7% +$4.54K 0.19% 56
2026
Q1 		$706K Buy
4,082
+22
+0.5% +$3.33K 0.25% 54
2025
Q4 		$511K Buy
4,060
+33
+0.8% +$4.14K 0.17% 57
2025
Q3 		$507K Buy
4,027
+32
+0.8% +$3.94K 0.17% 58
2025
Q2 		$476K Buy
3,995
+30
+0.8% +$3.49K 0.18% 58
2025
Q1 		$514K Hold
3,965
– – 0.21% 54
2024
Q4 		$481K Hold
3,965
– – 0.2% 55
2024
Q3 		$486K Hold
3,965
– – 0.21% 55
2024
Q2 		$506K Hold
3,965
– – 0.22% 55
2024
Q1 		$522K Hold
3,965
– – 0.24% 52
2023
Q4 		$465K Hold
3,965
– – 0.24% 55
2023
Q3 		$503K Hold
3,965
– – 0.29% 50
2023
Q2 		$448K Hold
3,965
– – 0.26% 52
2023
Q1 		$453K Hold
3,965
– – 0.29% 50
2022
Q4 		$481K Hold
3,965
– – 0.32% 47
2022
Q3 		$403K Hold
3,965
– – 0.3% 49
2022
Q2 		$394K Hold
3,965
– – 0.29% 50
2022
Q1 		$424K Hold
3,965
– – 0.27% 46
2021
Q4 		$308K Hold
3,965
– – 0.19% 53
2021
Q3 		$295K Hold
3,965
– – 0.19% 53
2021
Q2 		$301K Hold
3,965
– – 0.2% 54
2021
Q1 		$270K Hold
3,965
– – 0.2% 51
2020
Q4 		$206K Hold
3,965
– – 0.15% 55
2020
Q3 		$160K Hold
3,965
– – 0.13% 60
2020
Q2 		$199K Buy
+3,965
New +$196K 0.18% 54

Other funds holding VDE

GG
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Investment Research & Advisory Group's VDE Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard Energy ETF (VDE) stake by 0.69% in Q2 2026, buying an estimated $4.54K and bringing the position to 4,110 shares worth $617K. The position accounts for 0.19% of the portfolio, ranked #56.

Investment Research & Advisory Group first reported a position in VDE in Q2 2020 and has held it in 25 quarters since. The position peaked at $706K in Q1 2026. 318 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Investment Research & Advisory Group held 4,110 shares of Vanguard Energy ETF worth $617K as of Q2 2026.
  • Investment Research & Advisory Group bought 28 Vanguard Energy ETF shares in Q2 2026, an estimated $4.54K.
  • Vanguard Energy ETF made up 0.19% of Investment Research & Advisory Group's portfolio in Q2 2026, its #56 holding.
  • Investment Research & Advisory Group first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 25 quarters since.
  • Investment Research & Advisory Group's Vanguard Energy ETF position peaked at $706K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.