JM2 Capital
VDE icon

JM2 Capital’s Vanguard Energy ETF VDE Stock Holding History

JM2 Capital’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
Q3 		$798K Hold
4,636
– – 0.53% 46
2026
Q2 		$696K Sell
4,636
-14
-0.3% -$2.27K 0.48% 55
2026
Q1 		$805K Hold
4,650
– – 0.67% 42
2025
Q4 		$586K Buy
+4,650
New +$584K 0.47% 54

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UBS Group
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Beacon Capital Management Inc (Ohio)
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Boulay Financial Advisors
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SCS Capital Management
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Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Osaic Holdings
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JM2 Capital's VDE Position: Q3 2026 in Review

JM2 Capital held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 4,636 shares worth $798K. The position accounts for 0.53% of the portfolio, ranked #46.

JM2 Capital first reported a position in VDE in Q4 2025 and has held it in 4 quarters since. The position peaked at $805K in Q1 2026. 600 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • JM2 Capital held 4,636 shares of Vanguard Energy ETF worth $798K as of Q3 2026.
  • JM2 Capital left its Vanguard Energy ETF share count unchanged in Q3 2026.
  • Vanguard Energy ETF made up 0.53% of JM2 Capital's portfolio in Q3 2026, its #46 holding.
  • JM2 Capital first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Vanguard Energy ETF position peaked at $805K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.