Rice Partnership’s Vanguard Energy ETF VDE Stock Holding History

Rice Partnership’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	$8.03K	Hold	53	–	–	﹤0.01%	166
2026 Q1	$9.19K	Hold	53	–	–	﹤0.01%	172
2025 Q4	$6.65K	Buy	53 +1	+2%	+$126	﹤0.01%	170
2025 Q3	$6.59K	Hold	52	–	–	﹤0.01%	177
2025 Q2	$6.19K	Hold	52	–	–	﹤0.01%	161
2025 Q1	$6.69K	Buy	52 +1	+2%	+$126	﹤0.01%	141
2024 Q4	$6.21K	Buy	51 +1	+2%	+$127	﹤0.01%	157
2024 Q3	$6.17K	Hold	50	–	–	﹤0.01%	163
2024 Q2	$6.38K	Buy	+50	New	+$6.51K	﹤0.01%	142
2023 Q3	–	Sell	-50	Closed	-$5.64K	–	142
2023 Q2	$5.64K	Buy	+50	New	+$5.63K	﹤0.01%	132

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

Rice Partnership's VDE Position: Q2 2026 in Review

Rice Partnership held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 53 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Rice Partnership first reported a position in VDE in Q2 2023 and has held it in 10 quarters since. The position peaked at $9.19K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Rice Partnership held 53 shares of Vanguard Energy ETF worth $8.03K as of Q2 2026.
Rice Partnership left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #166 holding.
Rice Partnership first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 10 quarters since.
Rice Partnership's Vanguard Energy ETF position peaked at $9.19K in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.