Seamount Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Seamount Financial Group’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	$3.98M	Buy	26,520 +56	+0.2%	+$9.07K	1.61%	16
2026 Q1	$4.58M	Sell	26,464 -15	-0.1%	-$2.27K	2.06%	10
2025 Q4	$3.33M	Buy	26,479 +508	+2%	+$63.8K	1.51%	19
2025 Q3	$3.27M	Buy	25,971 +960	+4%	+$118K	1.54%	19
2025 Q2	$2.98M	Buy	25,011 +843	+3%	+$98.1K	1.53%	20
2025 Q1	$3.13M	Sell	24,168 -14	-0.1%	-$1.77K	2.13%	11
2024 Q4	$2.93M	Buy	24,182 +822	+4%	+$105K	2.03%	12
2024 Q3	$2.86M	Buy	23,360 +158	+0.7%	+$19.8K	2.15%	11
2024 Q2	$2.96M	Buy	23,202 +113	+0.5%	+$14.7K	2.41%	9
2024 Q1	$3.04M	Buy	23,089 +225	+1%	+$27K	2.67%	8
2023 Q4	$2.68M	Buy	+22,864	New	+$2.74M	2.57%	8

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

Seamount Financial Group's VDE Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Energy ETF (VDE) stake by 0.21% in Q2 2026, buying an estimated $9.07K and bringing the position to 26,520 shares worth $3.98M. The position accounts for 1.61% of the portfolio, ranked #16.

Seamount Financial Group first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Seamount Financial Group held 26,520 shares of Vanguard Energy ETF worth $3.98M as of Q2 2026.
Seamount Financial Group bought 56 Vanguard Energy ETF shares in Q2 2026, an estimated $9.07K.
Vanguard Energy ETF made up 1.61% of Seamount Financial Group's portfolio in Q2 2026, its #16 holding.
Seamount Financial Group first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Vanguard Energy ETF position peaked at $4.58M in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.