Robertson Stephens Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Robertson Stephens Wealth Management’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	$628K	Sell	4,183 -30	-0.7%	-$4.86K	0.02%	404
2026 Q1	$729K	Buy	4,213 +60	+1%	+$9.08K	0.02%	354
2025 Q4	$523K	Buy	4,153 +858	+26%	+$108K	0.01%	419
2025 Q3	$415K	Sell	3,295 -30	-0.9%	-$3.69K	0.01%	389
2025 Q2	$396K	Buy	3,325 +4	+0.1%	+$466	0.01%	410
2025 Q1	$431K	Sell	3,321 -331	-9%	-$41.8K	0.01%	389
2024 Q4	$443K	Sell	3,652 -971	-21%	-$124K	0.02%	380
2024 Q3	$571K	Buy	4,623 +108	+2%	+$13.5K	0.02%	383
2024 Q2	$580K	Sell	4,515 -2,751	-38%	-$358K	0.03%	312
2024 Q1	$957K	Buy	7,266 +2,658	+58%	+$319K	0.05%	239
2023 Q4	$540K	Buy	4,608 +31	+0.7%	+$3.72K	0.03%	299
2023 Q3	$584K	Hold	4,577	–	–	0.04%	282
2023 Q2	$521K	Sell	4,577 -9,218	-67%	-$1.04M	0.04%	269
2023 Q1	$1.58M	Buy	13,795 +2	+0%	+$237	0.12%	150
2022 Q4	$1.67M	Buy	13,793 +5	+0%	+$609	0.16%	127
2022 Q3	$1.42M	Hold	13,788	–	–	0.15%	120
2022 Q2	$1.37M	Buy	+13,788	New	+$1.54M	0.13%	131

Other funds holding VDE

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Robertson Stephens Wealth Management's VDE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 0.71% in Q2 2026, selling an estimated $4.86K and leaving 4,183 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #404.

Robertson Stephens Wealth Management first reported a position in VDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.67M in Q4 2022. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Robertson Stephens Wealth Management held 4,183 shares of Vanguard Energy ETF worth $628K as of Q2 2026.
Robertson Stephens Wealth Management sold 30 Vanguard Energy ETF shares in Q2 2026, an estimated $4.86K.
Vanguard Energy ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #404 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's Vanguard Energy ETF position peaked at $1.67M in Q4 2022.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.