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Royal Fund Management’s Vanguard Energy ETF VDE Stock Holding History

Royal Fund 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 		$4.84M Buy
32,252
+1,948
+6% +$316K 0.4% 85
2026
Q1 		$5.25M Buy
30,304
+1,584
+6% +$240K 0.5% 74
2025
Q4 		$3.62M Buy
28,720
+8,831
+44% +$1.11M 0.33% 94
2025
Q3 		$2.51M Sell
19,889
-3,452
-15% -$425K 0.3% 103
2025
Q2 		$2.78M Buy
23,341
+1,209
+5% +$141K 0.28% 116
2025
Q1 		$2.9M Sell
22,132
-20,000
-47% -$2.53M 0.32% 103
2024
Q4 		$5.16M Buy
42,132
+4,404
+12% +$561K 0.48% 64
2024
Q3 		$4.66M Buy
37,728
+21,660
+135% +$2.71M 0.28% 95
2024
Q2 		$2.07M Sell
16,068
-1,903
-11% -$248K 0.17% 125
2024
Q1 		$2.37M Buy
17,971
+2,317
+15% +$278K 0.23% 125
2023
Q4 		$1.84M Buy
15,654
+2,272
+17% +$272K 0.2% 138
2023
Q3 		$1.7M Buy
13,382
+2,507
+23% +$307K 0.23% 118
2023
Q2 		$1.23M Buy
10,875
+2,641
+32% +$297K 0.15% 144
2023
Q1 		$941K Buy
8,234
+3,930
+91% +$466K 0.13% 158
2022
Q4 		$522K Buy
+4,304
New +$524K 0.08% 173
2018
Q1 		– Sell
-158
Closed -$15K – 713
2017
Q4 		$15K Buy
+158
New +$14.9K 0.01% 324

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Fund Management's VDE Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard Energy ETF (VDE) stake by 6.4% in Q2 2026, buying an estimated $316K and bringing the position to 32,252 shares worth $4.84M. The position accounts for 0.4% of the portfolio, ranked #85.

Royal Fund Management first reported a position in VDE in Q4 2017 and has held it in 16 quarters since. The position peaked at $5.25M in Q1 2026. 143 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Royal Fund Management held 32,252 shares of Vanguard Energy ETF worth $4.84M as of Q2 2026.
  • Royal Fund Management bought 1,948 Vanguard Energy ETF shares in Q2 2026, an estimated $316K.
  • Vanguard Energy ETF made up 0.4% of Royal Fund Management's portfolio in Q2 2026, its #85 holding.
  • Royal Fund Management first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 16 quarters since.
  • Royal Fund Management's Vanguard Energy ETF position peaked at $5.25M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.