Oliver Lagore Vanvalin Investment Group’s Vanguard Energy ETF VDE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.82K	Buy	+14	New	+$1.63K	﹤0.01%	561
2024 Q4	$1.7K	Hold	14	–	–	﹤0.01%	592
2024 Q3	$1.72K	Hold	14	–	–	﹤0.01%	591
2024 Q2	$1.79K	Hold	14	–	–	﹤0.01%	607
2024 Q1	$1.84K	Hold	14	–	–	﹤0.01%	624
2023 Q4	$1.64K	Hold	14	–	–	﹤0.01%	644
2023 Q3	$1.77K	Hold	14	–	–	﹤0.01%	709
2023 Q2	$1.58K	Hold	14	–	–	﹤0.01%	670
2023 Q1	$1.6K	Hold	14	–	–	﹤0.01%	601
2022 Q4	$1.7K	Hold	14	–	–	﹤0.01%	569
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	617
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	594
2022 Q1	$1K	Buy	+14	New	+$1.35K	﹤0.01%	550

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VDE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Energy ETF (VDE) in Q2 2025: 14 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VDE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VDE in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.84K in Q1 2024. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 14 shares of Vanguard Energy ETF worth $1.82K as of Q2 2025.
Vanguard Energy ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Energy ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #561 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Energy ETF position peaked at $1.84K in Q1 2024.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.