New England Capital Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

New England Capital Financial 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	$13.2K	Buy	88 +1	+1%	+$162	﹤0.01%	245
2026 Q1	$15.1K	Hold	87	–	–	﹤0.01%	219
2025 Q4	$11K	Buy	87 +1	+1%	+$126	﹤0.01%	252
2025 Q3	$10.9K	Hold	86	–	–	﹤0.01%	250
2025 Q2	$10.2K	Buy	86 +1	+1%	+$116	﹤0.01%	253
2025 Q1	$11K	Buy	85 +1	+1%	+$126	0.01%	222
2024 Q4	$10.2K	Buy	84 +1	+1%	+$127	0.01%	232
2024 Q3	$10.2K	Buy	83 +1	+1%	+$125	0.01%	228
2024 Q2	$10.5K	Hold	82	–	–	0.01%	223
2024 Q1	$10.8K	Hold	82	–	–	0.01%	220
2023 Q4	$9.58K	Buy	82 +2	+3%	+$240	0.01%	232
2023 Q3	$10.2K	Hold	80	–	–	0.01%	225
2023 Q2	$9K	Hold	80	–	–	0.01%	232
2023 Q1	$9.11K	Buy	+80	New	+$9.48K	0.01%	257

Other funds holding VDE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AWM

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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

New England Capital Financial Advisors's VDE Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Vanguard Energy ETF (VDE) stake by 1.1% in Q2 2026, buying an estimated $162 and bringing the position to 88 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

New England Capital Financial Advisors first reported a position in VDE in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.1K in Q1 2026. 407 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

New England Capital Financial Advisors held 88 shares of Vanguard Energy ETF worth $13.2K as of Q2 2026.
New England Capital Financial Advisors bought 1 Vanguard Energy ETF share in Q2 2026, an estimated $162.
Vanguard Energy ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #245 holding.
New England Capital Financial Advisors first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 14 quarters since.
New England Capital Financial Advisors's Vanguard Energy ETF position peaked at $15.1K in Q1 2026.
407 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.