LongView Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

LongView Wealth Management’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	$217K	Hold	1,444	–	–	0.06%	216
2026 Q1	$229K	Buy	+1,444	New	+$218K	0.06%	230
2025 Q2	–	Sell	-1,807	Closed	-$234K	–	222
2025 Q1	$234K	Sell	1,807 -46	-2%	-$5.81K	0.07%	188
2024 Q4	$225K	Sell	1,853 -1,040	-36%	-$132K	0.07%	187
2024 Q3	$354K	Sell	2,893 -315	-10%	-$39.4K	0.11%	139
2024 Q2	$409K	Sell	3,208 -105	-3%	-$13.7K	0.15%	117
2024 Q1	$436K	Sell	3,313 -144	-4%	-$17.3K	0.17%	114
2023 Q4	$398K	Buy	+3,457	New	+$414K	0.18%	114

Other funds holding VDE

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

LongView Wealth Management's VDE Position: Q2 2026 in Review

LongView Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 1,444 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #216.

LongView Wealth Management first reported a position in VDE in Q4 2023 and has held it in 8 quarters since. The position peaked at $436K in Q1 2024. 206 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

LongView Wealth Management held 1,444 shares of Vanguard Energy ETF worth $217K as of Q2 2026.
LongView Wealth Management left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #216 holding.
LongView Wealth Management first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 8 quarters since.
LongView Wealth Management's Vanguard Energy ETF position peaked at $436K in Q1 2024.
206 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.