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Jacobs Equity’s Vanguard Energy ETF VDE Stock Holding History

Jacobs Equity’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 		$827K Buy
5,511
+751
+16% +$122K 0.57% 52
2026
Q1 		$773K Sell
4,760
-380
-7% -$57.5K 0.69% 42
2025
Q4 		$647K Buy
+5,140
New +$646K 0.62% 48

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

Jacobs Equity's VDE Position: Q2 2026 in Review

Jacobs Equity increased its Vanguard Energy ETF (VDE) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 5,511 shares worth $827K. The position accounts for 0.57% of the portfolio, ranked #52.

Jacobs Equity first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Jacobs Equity held 5,511 shares of Vanguard Energy ETF worth $827K as of Q2 2026.
  • Jacobs Equity bought 751 Vanguard Energy ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Energy ETF made up 0.57% of Jacobs Equity's portfolio in Q2 2026, its #52 holding.
  • Jacobs Equity first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.