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Silver Oak Securities’s Vanguard Energy ETF VDE Stock Holding History

Silver Oak Securities’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 		$284K Buy
1,890
+47
+3% +$7.61K 0.02% 662
2026
Q1 		$319K Sell
1,843
-2,320
-56% -$351K 0.02% 581
2025
Q4 		$527K Buy
4,163
+69
+2% +$8.67K 0.04% 447
2025
Q3 		$515K Buy
4,094
+171
+4% +$21.1K 0.04% 417
2025
Q2 		$467K Sell
3,923
-24
-0.6% -$2.79K 0.04% 431
2025
Q1 		$507K Buy
3,947
+1,584
+67% +$200K 0.05% 370
2024
Q4 		$283K Sell
2,363
-854
-27% -$109K 0.03% 527
2024
Q3 		$378K Buy
3,217
+26
+0.8% +$3.25K 0.04% 377
2024
Q2 		$407K Sell
3,191
-9,521
-75% -$1.24M 0.06% 246
2024
Q1 		$1.67M Buy
12,712
+9,601
+309% +$1.15M 0.26% 90
2023
Q4 		$365K Sell
3,111
-1,546
-33% -$185K 0.05% 342
2023
Q3 		$590K Sell
4,657
-346
-7% -$42.4K 0.13% 145
2023
Q2 		$565K Buy
5,003
+484
+11% +$54.5K 0.09% 203
2023
Q1 		$516K Sell
4,519
-181
-4% -$21.5K 0.08% 189
2022
Q4 		$570K Buy
4,700
+43
+0.9% +$5.24K 0.11% 140
2022
Q3 		$590K Buy
4,657
+1,086
+30% +$116K 0.13% 145
2022
Q2 		$359K Sell
3,571
-1,772
-33% -$198K 0.08% 173
2022
Q1 		$584K Buy
+5,343
New +$514K 0.12% 150

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

Silver Oak Securities's VDE Position: Q2 2026 in Review

Silver Oak Securities increased its Vanguard Energy ETF (VDE) stake by 2.6% in Q2 2026, buying an estimated $7.61K and bringing the position to 1,890 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #662.

Silver Oak Securities first reported a position in VDE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.67M in Q1 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Silver Oak Securities held 1,890 shares of Vanguard Energy ETF worth $284K as of Q2 2026.
  • Silver Oak Securities bought 47 Vanguard Energy ETF shares in Q2 2026, an estimated $7.61K.
  • Vanguard Energy ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #662 holding.
  • Silver Oak Securities first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Vanguard Energy ETF position peaked at $1.67M in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.