Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Energy ETF VDE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$16.2K	Hold	108	–	–	﹤0.01%	500
2026 Q1	$17.5K	Hold	108	–	–	﹤0.01%	495
2025 Q4	$15.1K	Hold	108	–	–	﹤0.01%	483
2025 Q3	$13.6K	Hold	108	–	–	﹤0.01%	496
2025 Q2	$12.9K	Hold	108	–	–	﹤0.01%	472
2025 Q1	$12.2K	Hold	108	–	–	﹤0.01%	473
2024 Q4	$13.7K	Hold	108	–	–	﹤0.01%	473
2024 Q3	$13.5K	Hold	108	–	–	﹤0.01%	484
2024 Q2	$14K	Hold	108	–	–	﹤0.01%	473
2024 Q1	$14.4K	Hold	108	–	–	﹤0.01%	478
2023 Q4	$12.6K	Hold	108	–	–	﹤0.01%	487
2023 Q3	$13.3K	Hold	108	–	–	﹤0.01%	507
2023 Q2	$12.2K	Buy	+108	New	+$12.2K	﹤0.01%	532
2019 Q1	–	Sell	-25	Closed	-$2K	–	767
2018 Q4	$2K	Buy	+25	New	+$2.29K	﹤0.01%	650

Other funds holding VDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VDE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 108 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VDE in Q4 2018 and has held it in 14 quarters since. The position peaked at $17.5K in Q1 2026. 502 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 108 shares of Vanguard Energy ETF worth $16.2K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #500 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 14 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Energy ETF position peaked at $17.5K in Q1 2026.
502 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.