Richmond Brothers’s Vanguard Energy ETF VDE Stock Holding History

Richmond Brothers’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	$3.26M	Sell	21,692 -27,520	-56%	-$4.46M	1.69%	10
2026 Q1	$8.52M	Sell	49,212 -2,702	-5%	-$409K	5.67%	2
2025 Q4	$6.54M	Sell	51,914 -3,934	-7%	-$494K	4.16%	10
2025 Q3	$7.03M	Buy	55,848 +26,528	+90%	+$3.27M	4.44%	12
2025 Q2	$3.49M	Sell	29,320 -1,486	-5%	-$173K	2.29%	13
2025 Q1	$4M	Buy	30,806 +1,574	+5%	+$199K	2.53%	13
2024 Q4	$3.55M	Buy	29,232 +3,660	+14%	+$466K	2.27%	17
2024 Q3	$3.13M	Buy	+25,572	New	+$3.2M	1.93%	21

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

Richmond Brothers's VDE Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Energy ETF (VDE) stake by 56% in Q2 2026, selling an estimated $4.46M and leaving 21,692 shares worth $3.26M. The position accounts for 1.69% of the portfolio, ranked #10.

Richmond Brothers first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.52M in Q1 2026. 763 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Richmond Brothers held 21,692 shares of Vanguard Energy ETF worth $3.26M as of Q2 2026.
Richmond Brothers sold 27,520 Vanguard Energy ETF shares in Q2 2026, an estimated $4.46M.
Vanguard Energy ETF made up 1.69% of Richmond Brothers's portfolio in Q2 2026, its #10 holding.
Richmond Brothers first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Energy ETF position peaked at $8.52M in Q1 2026.
763 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.