Petix & Botte Financial’s Vanguard Energy ETF VDE Stock Holding History

Petix & Botte 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	$277K	Buy	1,844 +922	+100%	+$149K	0.06%	129
2026 Q1	$319K	Sell	922 -922	-50%	-$139K	0.07%	109
2025 Q4	$232K	Hold	1,844	–	–	0.05%	121
2025 Q3	$232K	Hold	1,844	–	–	0.05%	125
2025 Q2	$220K	Hold	1,844	–	–	0.05%	124
2025 Q1	$239K	Hold	1,844	–	–	0.06%	115
2024 Q4	$224K	Hold	1,844	–	–	0.06%	121
2024 Q3	$226K	Hold	1,844	–	–	0.06%	116
2024 Q2	$235K	Buy	+1,844	New	+$240K	0.07%	109
2024 Q1	–	Sell	-1,866	Closed	-$219K	–	164
2023 Q4	$219K	Hold	1,866	–	–	0.06%	115
2023 Q3	$236K	Hold	1,866	–	–	0.07%	105
2023 Q2	$211K	Buy	+1,866	New	+$210K	0.07%	115
2022 Q2	–	Sell	-2,190	Closed	-$234K	–	115
2022 Q1	$234K	Buy	+2,190	New	+$211K	0.07%	104

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

Petix & Botte Financial's VDE Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Energy ETF (VDE) stake by 100% in Q2 2026, buying an estimated $149K and bringing the position to 1,844 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #129.

Petix & Botte Financial first reported a position in VDE in Q1 2022 and has held it in 13 quarters since. The position peaked at $319K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Petix & Botte Financial held 1,844 shares of Vanguard Energy ETF worth $277K as of Q2 2026.
Petix & Botte Financial bought 922 Vanguard Energy ETF shares in Q2 2026, an estimated $149K.
Vanguard Energy ETF made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #129 holding.
Petix & Botte Financial first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 13 quarters since.
Petix & Botte Financial's Vanguard Energy ETF position peaked at $319K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.