J. Safra Sarasin Holding’s Vanguard Energy ETF VDE Stock Holding History

J. Safra Sarasin Holding’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	$761K	Hold	4,400	–	–	0.01%	450
2026 Q1	$761K	Buy	4,400 +1,500	+52%	+$227K	0.01%	356
2025 Q4	$365K	Hold	2,900	–	–	0.01%	441
2025 Q3	$365K	Hold	2,900	–	–	0.01%	431
2025 Q2	$345K	Sell	2,900 -600	-17%	-$69.8K	0.01%	393
2025 Q1	$454K	Buy	3,500 +100	+3%	+$12.6K	0.01%	422
2024 Q4	$412K	Buy	3,400 +500	+17%	+$63.7K	0.01%	425
2024 Q3	$355K	Sell	2,900 -1,000	-26%	-$125K	0.01%	407
2024 Q2	$498K	Buy	+3,900	New	+$508K	0.01%	404

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

J. Safra Sarasin Holding's VDE Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 4,400 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #450.

J. Safra Sarasin Holding first reported a position in VDE in Q2 2024 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

J. Safra Sarasin Holding held 4,400 shares of Vanguard Energy ETF worth $761K as of Q2 2026.
J. Safra Sarasin Holding left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #450 holding.
J. Safra Sarasin Holding first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.