Rockefeller Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Rockefeller Capital 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	$20.9M	Sell	139,010 -5,685	-4%	-$921K	0.03%	475
2026 Q1	$25M	Buy	144,695 +5,063	+4%	+$766K	0.04%	387
2025 Q4	$17.6M	Sell	139,632 -827	-0.6%	-$104K	0.03%	471
2025 Q3	$17.7M	Buy	140,459 +4,999	+4%	+$615K	0.03%	452
2025 Q2	$16.1M	Sell	135,460 -699	-0.5%	-$81.4K	0.04%	452
2025 Q1	$17.7M	Buy	136,159 +10,242	+8%	+$1.29M	0.04%	403
2024 Q4	$15.2M	Sell	125,917 -67	-0.1%	-$8.53K	0.04%	413
2024 Q3	$15.4M	Buy	125,984 +13,342	+12%	+$1.67M	0.04%	413
2024 Q2	$14.4M	Buy	112,642 +4,862	+5%	+$633K	0.04%	408
2024 Q1	$14.2M	Sell	107,780 -21,871	-17%	-$2.62M	0.04%	415
2023 Q4	$15.2M	Sell	129,651 -743	-0.6%	-$89.1K	0.05%	354
2023 Q3	$16.5M	Sell	130,394 -6,508	-5%	-$797K	0.06%	305
2023 Q2	$15.4M	Buy	136,902 +3,404	+3%	+$383K	0.06%	337
2023 Q1	$15.2M	Sell	133,498 -2,082	-2%	-$247K	0.07%	321
2022 Q4	$16.4M	Sell	135,580 -18,180	-12%	-$2.21M	0.08%	264
2022 Q3	$15.6M	Buy	153,760 +31,152	+25%	+$3.31M	0.08%	259
2022 Q2	$12.2M	Buy	122,608 +6,105	+5%	+$683K	0.06%	299
2022 Q1	$12.5M	Buy	116,503 +5,704	+5%	+$549K	0.06%	315
2021 Q4	$8.6M	Buy	110,799 +58,213	+111%	+$4.63M	0.04%	384
2021 Q3	$3.89M	Buy	52,586 +14,790	+39%	+$1.03M	0.02%	552
2021 Q2	$2.87M	Buy	37,796 +5,070	+15%	+$367K	0.02%	620
2021 Q1	$2.23M	Buy	32,726 +19,325	+144%	+$1.24M	0.02%	555
2020 Q4	$695K	Buy	13,401 +10,604	+379%	+$496K	0.01%	805
2020 Q3	$112K	Sell	2,797 -3,863	-58%	-$184K	﹤0.01%	1215
2020 Q2	$335K	Buy	6,660 +2,721	+69%	+$134K	﹤0.01%	820
2020 Q1	$151K	Buy	3,939 +3,307	+523%	+$210K	﹤0.01%	891
2019 Q4	$52K	Buy	632 +97	+18%	+$7.55K	﹤0.01%	1141
2019 Q3	$42K	Buy	535 +205	+62%	+$16.4K	﹤0.01%	1023
2019 Q2	$28K	Hold	330	–	–	﹤0.01%	941
2019 Q1	$29K	Buy	+330	New	+$28.6K	﹤0.01%	1103

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 22.9% 1-Year Est. Return

Rockefeller Capital Management's VDE Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Vanguard Energy ETF (VDE) stake by 3.9% in Q2 2026, selling an estimated $921K and leaving 139,010 shares worth $20.9M. The position accounts for 0.03% of the portfolio, ranked #475.

Rockefeller Capital Management first reported a position in VDE in Q1 2019 and has held it in 30 quarters since. The position peaked at $25M in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Rockefeller Capital Management held 139,010 shares of Vanguard Energy ETF worth $20.9M as of Q2 2026.
Rockefeller Capital Management sold 5,685 Vanguard Energy ETF shares in Q2 2026, an estimated $921K.
Vanguard Energy ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #475 holding.
Rockefeller Capital Management first reported a position in Vanguard Energy ETF in Q1 2019 and has held it in 30 quarters since.
Rockefeller Capital Management's Vanguard Energy ETF position peaked at $25M in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.