MPCL
VDE icon

My Personal CFO LLC’s Vanguard Energy ETF VDE Stock Holding History

My Personal CFO LLC’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 		$3.23M Buy
21,496
+40
+0.2% +$6.48K 1.26% 19
2026
Q1 		$3.71M Buy
21,456
+18
+0.1% +$2.72K 1.63% 15
2025
Q4 		$2.7M Buy
+21,438
New +$2.69M 1.13% 24
2025
Q3 		– Sell
-23,078
Closed -$2.75M – 146
2025
Q2 		$2.75M Buy
23,078
+2,558
+12% +$298K 1.25% 21
2025
Q1 		$2.66M Buy
20,520
+35
+0.2% +$4.42K 1.34% 20
2024
Q4 		$2.49M Buy
20,485
+4,030
+24% +$513K 1.27% 22
2024
Q3 		$2.02M Buy
16,455
+173
+1% +$21.6K 1.1% 26
2024
Q2 		$2.08M Buy
16,282
+86
+0.5% +$11.2K 1.11% 22
2024
Q1 		$2.13M Buy
16,196
+505
+3% +$60.5K 1.23% 20
2023
Q4 		$1.84M Buy
15,691
+47
+0.3% +$5.63K 1.2% 21
2023
Q3 		$1.98M Sell
15,644
-366
-2% -$44.8K 1.6% 17
2023
Q2 		$1.81M Hold
16,010
– – 1.42% 21
2023
Q1 		$1.83M Buy
16,010
+9,246
+137% +$1.1M 1.56% 20
2022
Q4 		$1.94M Hold
6,764
– – 1.79% 12
2022
Q3 		$687K Sell
6,764
-9,239
-58% -$983K 1.04% 24
2022
Q2 		$1.59M Sell
16,003
-1,653
-9% -$185K 2.04% 14
2022
Q1 		$1.89M Sell
17,656
-139
-0.8% -$13.4K 1.96% 15
2021
Q4 		$1.38M Buy
+17,795
New +$1.42M 1.2% 20

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

My Personal CFO LLC's VDE Position: Q2 2026 in Review

My Personal CFO LLC increased its Vanguard Energy ETF (VDE) stake by 0.19% in Q2 2026, buying an estimated $6.48K and bringing the position to 21,496 shares worth $3.23M. The position accounts for 1.26% of the portfolio, ranked #19.

My Personal CFO LLC first reported a position in VDE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.71M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • My Personal CFO LLC held 21,496 shares of Vanguard Energy ETF worth $3.23M as of Q2 2026.
  • My Personal CFO LLC bought 40 Vanguard Energy ETF shares in Q2 2026, an estimated $6.48K.
  • Vanguard Energy ETF made up 1.26% of My Personal CFO LLC's portfolio in Q2 2026, its #19 holding.
  • My Personal CFO LLC first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Vanguard Energy ETF position peaked at $3.71M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.