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NavPoint Financial’s Vanguard Energy ETF VDE Stock Holding History

NavPoint 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 		– Sell
-1,311
Closed -$227K – 75
2026
Q1 		$227K Buy
+1,311
New +$198K 0.09% 70

Other funds holding VDE

GG
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

NavPoint Financial's VDE Position: Q2 2026 in Review

NavPoint Financial sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,311 shares — an estimated $227K sold.

NavPoint Financial first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 335 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • NavPoint Financial reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • NavPoint Financial sold 1,311 Vanguard Energy ETF shares in Q2 2026, an estimated $227K.
  • NavPoint Financial first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
  • NavPoint Financial's Vanguard Energy ETF position peaked at $227K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.