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Mustard Seed Financial’s Vanguard Energy ETF VDE Stock Holding History

Mustard Seed Financial’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 		$223K Buy
1,484
+89
+6% +$14.4K 0.12% 91
2026
Q1 		$241K Buy
+1,395
New +$211K 0.14% 81

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mustard Seed Financial's VDE Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Energy ETF (VDE) stake by 6.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,484 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #91.

Mustard Seed Financial first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Mustard Seed Financial held 1,484 shares of Vanguard Energy ETF worth $223K as of Q2 2026.
  • Mustard Seed Financial bought 89 Vanguard Energy ETF shares in Q2 2026, an estimated $14.4K.
  • Vanguard Energy ETF made up 0.12% of Mustard Seed Financial's portfolio in Q2 2026, its #91 holding.
  • Mustard Seed Financial first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Mustard Seed Financial's Vanguard Energy ETF position peaked at $241K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.