Robinswood Financial’s Vanguard Energy ETF VDE Stock Holding History

Robinswood 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	$77.3K	Sell	515 -50	-9%	-$8.1K	0.02%	126
2026 Q1	$97.8K	Buy	565 +15	+3%	+$2.27K	0.03%	106
2025 Q4	$69.3K	Hold	550	–	–	0.02%	126
2025 Q3	$69.2K	Hold	550	–	–	0.02%	123
2025 Q2	$65.5K	Hold	550	–	–	0.02%	126
2025 Q1	$71.3K	Hold	550	–	–	0.03%	109
2024 Q4	$66.7K	Hold	550	–	–	0.03%	109
2024 Q3	$67.4K	Sell	550 -50	-8%	-$6.25K	0.03%	112
2024 Q2	$76.5K	Buy	600 +58	+11%	+$7.55K	0.03%	106
2024 Q1	$71.9K	Hold	542	–	–	0.03%	81
2023 Q4	$63.6K	Buy	542 +66	+14%	+$7.91K	0.03%	79
2023 Q3	$60.3K	Hold	476	–	–	0.03%	79
2023 Q2	$53.7K	Buy	+476	New	+$53.6K	0.03%	76

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

Robinswood Financial's VDE Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard Energy ETF (VDE) stake by 8.8% in Q2 2026, selling an estimated $8.1K and leaving 515 shares worth $77.3K. The position accounts for 0.02% of the portfolio, ranked #126.

Robinswood Financial first reported a position in VDE in Q2 2023 and has held it in 13 quarters since. The position peaked at $97.8K in Q1 2026. 756 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Robinswood Financial held 515 shares of Vanguard Energy ETF worth $77.3K as of Q2 2026.
Robinswood Financial sold 50 Vanguard Energy ETF shares in Q2 2026, an estimated $8.1K.
Vanguard Energy ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #126 holding.
Robinswood Financial first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard Energy ETF position peaked at $97.8K in Q1 2026.
756 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.