SHFA
VDE icon

SC&H Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

SC&H Financial Advisors’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 		$419K Sell
2,789
-75
-3% -$12.2K 0.06% 103
2026
Q1 		$496K Buy
2,864
+4
+0.1% +$605 0.07% 92
2025
Q4 		$360K Buy
2,860
+7
+0.2% +$879 0.06% 107
2025
Q3 		$359K Buy
2,853
+5
+0.2% +$615 0.06% 104
2025
Q2 		$339K Buy
2,848
+6
+0.2% +$698 0.06% 108
2025
Q1 		$369K Hold
2,842
– – 0.07% 103
2024
Q4 		$345K Buy
2,842
+1
+0% +$127 0.07% 108
2024
Q3 		$348K Sell
2,841
-1,302
-31% -$163K 0.08% 110
2024
Q2 		$529K Hold
4,143
– – 0.13% 85
2024
Q1 		$546K Buy
4,143
+10
+0.2% +$1.2K 0.14% 85
2023
Q4 		$485K Buy
4,133
+21
+0.5% +$2.52K 0.14% 91
2023
Q3 		$521K Sell
4,112
-4,057
-50% -$497K 0.17% 84
2023
Q2 		$922K Sell
8,169
-10,679
-57% -$1.2M 0.3% 60
2023
Q1 		$2.15M Buy
18,848
+2,679
+17% +$318K 0.78% 25
2022
Q4 		$1.96M Buy
16,169
+1,772
+12% +$216K 0.81% 25
2022
Q3 		$1.46M Buy
14,397
+109
+0.8% +$11.6K 0.73% 30
2022
Q2 		$1.42M Buy
14,288
+4,297
+43% +$481K 0.66% 30
2022
Q1 		$1.07M Buy
9,991
+4,361
+77% +$420K 0.51% 43
2021
Q4 		$437K Buy
+5,630
New +$448K 0.24% 98

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SC&H Financial Advisors's VDE Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Vanguard Energy ETF (VDE) stake by 2.6% in Q2 2026, selling an estimated $12.2K and leaving 2,789 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #103.

SC&H Financial Advisors first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • SC&H Financial Advisors held 2,789 shares of Vanguard Energy ETF worth $419K as of Q2 2026.
  • SC&H Financial Advisors sold 75 Vanguard Energy ETF shares in Q2 2026, an estimated $12.2K.
  • Vanguard Energy ETF made up 0.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Vanguard Energy ETF position peaked at $2.15M in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.