MYeCFO’s Vanguard Energy ETF VDE Stock Holding History

MYeCFO’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	$289K	Sell	1,922 -565	-23%	-$91.5K	0.11%	63
2026 Q1	$430K	Hold	2,487	–	–	0.18%	51
2025 Q4	$313K	Hold	2,487	–	–	0.13%	56
2025 Q3	$313K	Buy	2,487 +10	+0.4%	+$1.23K	0.14%	54
2025 Q2	$295K	Hold	2,477	–	–	0.14%	52
2025 Q1	$321K	Sell	2,477 -180	-7%	-$22.7K	0.17%	50
2024 Q4	$322K	Buy	2,657 +140	+6%	+$17.8K	0.17%	50
2024 Q3	$308K	Buy	2,517 +10	+0.4%	+$1.25K	0.17%	50
2024 Q2	$320K	Hold	2,507	–	–	0.18%	47
2024 Q1	$330K	Buy	2,507 +620	+33%	+$74.3K	0.19%	47
2023 Q4	$221K	Sell	1,887 -80	-4%	-$9.59K	0.14%	49
2023 Q3	$249K	Sell	1,967 -105	-5%	-$12.9K	0.17%	43
2023 Q2	$234K	Sell	2,072 -100	-5%	-$11.3K	0.17%	41
2023 Q1	$248K	Sell	2,172 -170	-7%	-$20.2K	0.19%	40
2022 Q4	$284K	Buy	+2,342	New	+$285K	0.23%	35

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYeCFO's VDE Position: Q2 2026 in Review

MYeCFO reduced its Vanguard Energy ETF (VDE) stake by 23% in Q2 2026, selling an estimated $91.5K and leaving 1,922 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #63.

MYeCFO first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $430K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

MYeCFO held 1,922 shares of Vanguard Energy ETF worth $289K as of Q2 2026.
MYeCFO sold 565 Vanguard Energy ETF shares in Q2 2026, an estimated $91.5K.
Vanguard Energy ETF made up 0.11% of MYeCFO's portfolio in Q2 2026, its #63 holding.
MYeCFO first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
MYeCFO's Vanguard Energy ETF position peaked at $430K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.