Oxford Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Oxford Financial 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
2026 Q2	$240K	Sell	1,600 -100	-6%	-$16.2K	0.01%	228
2026 Q1	$294K	Hold	1,700	–	–	0.02%	215
2025 Q4	$214K	Buy	1,700 +1,600	+1,600%	+$201K	0.01%	224
2025 Q3	$12.6K	Hold	100	–	–	﹤0.01%	265
2025 Q2	$11.9K	Hold	100	–	–	﹤0.01%	251
2025 Q1	$13K	Hold	100	–	–	﹤0.01%	252
2024 Q4	$12.1K	Hold	100	–	–	﹤0.01%	285
2024 Q3	$12.2K	Hold	100	–	–	﹤0.01%	278
2024 Q2	$12.8K	Hold	100	–	–	﹤0.01%	302
2024 Q1	$13.2K	Hold	100	–	–	﹤0.01%	264
2023 Q4	$11.7K	Hold	100	–	–	﹤0.01%	285
2023 Q3	$12.7K	Sell	100 -468	-82%	-$57.3K	﹤0.01%	255
2023 Q2	$64.1K	Buy	+568	New	+$64K	0.01%	253

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

Oxford Financial Group's VDE Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard Energy ETF (VDE) stake by 5.9% in Q2 2026, selling an estimated $16.2K and leaving 1,600 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #228.

Oxford Financial Group first reported a position in VDE in Q2 2023 and has held it in 13 quarters since. The position peaked at $294K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Oxford Financial Group held 1,600 shares of Vanguard Energy ETF worth $240K as of Q2 2026.
Oxford Financial Group sold 100 Vanguard Energy ETF shares in Q2 2026, an estimated $16.2K.
Vanguard Energy ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #228 holding.
Oxford Financial Group first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 13 quarters since.
Oxford Financial Group's Vanguard Energy ETF position peaked at $294K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.