Ritter Daniher Financial Advisory’s Vanguard Energy ETF VDE Stock Holding History

Ritter Daniher Financial Advisory’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	$81.1K	Buy	540 +3	+0.6%	+$486	0.01%	237
2026 Q1	$92.8K	Sell	537 -64	-11%	-$9.68K	0.02%	222
2025 Q4	$75.6K	Buy	+601	New	+$75.5K	0.01%	238
2025 Q3	–	Sell	-55	Closed	-$6.55K	–	474
2025 Q2	$6.55K	Hold	55	–	–	﹤0.01%	280
2025 Q1	$7.13K	Buy	+55	New	+$6.95K	﹤0.01%	259

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

Ritter Daniher Financial Advisory's VDE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Energy ETF (VDE) stake by 0.56% in Q2 2026, buying an estimated $486 and bringing the position to 540 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #237.

Ritter Daniher Financial Advisory first reported a position in VDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $92.8K in Q1 2026. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Ritter Daniher Financial Advisory held 540 shares of Vanguard Energy ETF worth $81.1K as of Q2 2026.
Ritter Daniher Financial Advisory bought 3 Vanguard Energy ETF shares in Q2 2026, an estimated $486.
Vanguard Energy ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #237 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 5 quarters since.
Ritter Daniher Financial Advisory's Vanguard Energy ETF position peaked at $92.8K in Q1 2026.
755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.