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Olistico Wealth’s Vanguard Energy ETF VDE Stock Holding History

Olistico Wealth’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 		$135K Hold
898
– – 0.06% 116
2026
Q1 		$155K Sell
898
-40
-4% -$6.05K 0.08% 108
2025
Q4 		$118K Sell
938
-2,383
-72% -$299K 0.06% 113
2025
Q3 		$418K Buy
3,321
+25
+0.8% +$3.08K 0.22% 67
2025
Q2 		$393K Sell
3,296
-333
-9% -$38.8K 0.22% 69
2025
Q1 		$471K Buy
3,629
+366
+11% +$46.2K 0.29% 62
2024
Q4 		$396K Sell
3,263
-14
-0.4% -$1.78K 0.23% 73
2024
Q3 		$401K Sell
3,277
-1,710
-34% -$214K 0.25% 75
2024
Q2 		$636K Buy
4,987
+35
+0.7% +$4.56K 0.41% 51
2024
Q1 		$652K Buy
4,952
+21
+0.4% +$2.52K 0.47% 49
2023
Q4 		$578K Sell
4,931
-1,188
-19% -$142K 0.45% 48
2023
Q3 		$775K Buy
6,119
+7
+0.1% +$857 0.69% 40
2023
Q2 		$690K Hold
6,112
– – 0.59% 42
2023
Q1 		$698K Buy
6,112
+1,487
+32% +$176K 0.67% 41
2022
Q4 		$561K Buy
+4,625
New +$563K 0.61% 49

Other funds holding VDE

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Olistico Wealth's VDE Position: Q2 2026 in Review

Olistico Wealth held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 898 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #116.

Olistico Wealth first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $775K in Q3 2023. 124 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Olistico Wealth held 898 shares of Vanguard Energy ETF worth $135K as of Q2 2026.
  • Olistico Wealth left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.06% of Olistico Wealth's portfolio in Q2 2026, its #116 holding.
  • Olistico Wealth first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Vanguard Energy ETF position peaked at $775K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.