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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
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

Other funds holding VDE

Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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 $44.6B AUM 28.94% 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

JM2 Capital's VDE Position: Q2 2026 in Review

JM2 Capital reduced its Vanguard Energy ETF (VDE) stake by 0.3% in Q2 2026, selling an estimated $2.27K and leaving 4,636 shares worth $696K. The position accounts for 0.48% of the portfolio, ranked #55.

JM2 Capital first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $805K in Q1 2026. 440 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • JM2 Capital held 4,636 shares of Vanguard Energy ETF worth $696K as of Q2 2026.
  • JM2 Capital sold 14 Vanguard Energy ETF shares in Q2 2026, an estimated $2.27K.
  • Vanguard Energy ETF made up 0.48% of JM2 Capital's portfolio in Q2 2026, its #55 holding.
  • JM2 Capital first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Vanguard Energy ETF position peaked at $805K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.