JNBA Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

JNBA Financial Advisors’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	$11.7K	Hold	78	–	–	﹤0.01%	501
2026 Q1	$13.5K	Hold	78	–	–	﹤0.01%	462
2025 Q4	$9.82K	Hold	78	–	–	﹤0.01%	491
2025 Q3	$9.82K	Sell	78 -14	-15%	-$1.72K	﹤0.01%	479
2025 Q2	$10.9K	Buy	92 +14	+18%	+$1.63K	﹤0.01%	454
2025 Q1	$10.1K	Hold	78	–	–	﹤0.01%	457
2024 Q4	$9.46K	Hold	78	–	–	﹤0.01%	462
2024 Q3	$9.55K	Hold	78	–	–	﹤0.01%	463
2024 Q2	$9.95K	Hold	78	–	–	﹤0.01%	455
2024 Q1	$10.3K	Hold	78	–	–	﹤0.01%	466
2023 Q4	$9.15K	Hold	78	–	–	﹤0.01%	478
2023 Q3	$9.89K	Buy	+78	New	+$9.55K	﹤0.01%	467
2021 Q2	–	Sell	-203	Closed	-$14K	–	711
2021 Q1	$14K	Sell	203 -125	-38%	-$7.99K	﹤0.01%	434
2020 Q4	$17K	Buy	+328	New	+$15.3K	﹤0.01%	383
2020 Q1	–	Sell	-246	Closed	-$20K	–	609
2019 Q4	$20K	Buy	+246	New	+$19.1K	﹤0.01%	352
2019 Q3	–	Sell	-50	Closed	-$4K	–	703
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	542
2019 Q1	$4K	Sell	50 -15	-23%	-$1.3K	﹤0.01%	472
2018 Q4	$5K	Buy	+65	New	+$5.95K	﹤0.01%	438
2018 Q3	–	Sell	-50	Closed	-$5K	–	711
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	460
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	427
2017 Q4	$5K	Hold	50	–	–	﹤0.01%	413
2017 Q3	$5K	Hold	50	–	–	﹤0.01%	402
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	399
2017 Q1	$5K	Hold	50	–	–	﹤0.01%	402
2016 Q4	$5K	Buy	+50	New	+$5K	﹤0.01%	415
2016 Q3	–	Sell	-50	Closed	-$5K	–	1669
2016 Q2	$5K	Hold	50	–	–	﹤0.01%	408
2016 Q1	$4K	Hold	50	–	–	﹤0.01%	444
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	435
2015 Q3	$4K	Hold	50	–	–	﹤0.01%	435
2015 Q2	$5K	Hold	50	–	–	﹤0.01%	415
2015 Q1	$5K	Hold	50	–	–	﹤0.01%	427
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	405
2014 Q3	$7K	Hold	50	–	–	﹤0.01%	410
2014 Q2	$7K	Hold	50	–	–	﹤0.01%	390
2014 Q1	$6K	Buy	+50	New	+$6.16K	﹤0.01%	375

Other funds holding VDE

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 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 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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JNBA Financial Advisors's VDE Position: Q2 2026 in Review

JNBA Financial Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 78 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

JNBA Financial Advisors first reported a position in VDE in Q1 2014 and has held it in 35 quarters since. The position peaked at $20K in Q4 2019. 297 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

JNBA Financial Advisors held 78 shares of Vanguard Energy ETF worth $11.7K as of Q2 2026.
JNBA Financial Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #501 holding.
JNBA Financial Advisors first reported a position in Vanguard Energy ETF in Q1 2014 and has held it in 35 quarters since.
JNBA Financial Advisors's Vanguard Energy ETF position peaked at $20K in Q4 2019.
297 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.