Sittner & Nelson’s Vanguard Energy ETF VDE Stock Holding History

Sittner & Nelson’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	$552K	Hold	3,680	–	–	0.17%	99
2026 Q1	$637K	Hold	3,680	–	–	0.23%	82
2025 Q4	$552K	Sell	3,680 -50	-1%	-$6.28K	0.2%	83
2025 Q3	$469K	Hold	3,730	–	–	0.17%	86
2025 Q2	$444K	Hold	3,730	–	–	0.18%	89
2025 Q1	$484K	Hold	3,730	–	–	0.21%	75
2024 Q4	$452K	Hold	3,730	–	–	0.2%	76
2024 Q3	$457K	Hold	3,730	–	–	0.2%	74
2024 Q2	$476K	Hold	3,730	–	–	0.23%	64
2024 Q1	$491K	Hold	3,730	–	–	0.25%	67
2023 Q4	$437K	Hold	3,730	–	–	0.23%	69
2023 Q3	$473K	Hold	3,730	–	–	0.27%	60
2023 Q2	$421K	Hold	3,730	–	–	0.23%	73
2023 Q1	$426K	Hold	3,730	–	–	0.24%	71
2022 Q4	$452K	Hold	3,730	–	–	0.28%	65
2022 Q3	$379K	Hold	3,730	–	–	0.25%	68
2022 Q2	$371K	Hold	3,730	–	–	0.24%	73
2022 Q1	$399K	Hold	3,730	–	–	0.23%	71
2021 Q4	$289K	Buy	3,730 +800	+27%	+$63.6K	0.17%	81
2021 Q3	$217K	Sell	2,930 -170	-5%	-$11.9K	0.14%	89
2021 Q2	$235K	Hold	3,100	–	–	0.17%	81
2021 Q1	$211K	Hold	3,100	–	–	0.16%	83
2020 Q4	$161K	Buy	+3,100	New	+$145K	0.14%	91

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

Sittner & Nelson's VDE Position: Q2 2026 in Review

Sittner & Nelson held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 3,680 shares worth $552K. The position accounts for 0.17% of the portfolio, ranked #99.

Sittner & Nelson first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $637K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Sittner & Nelson held 3,680 shares of Vanguard Energy ETF worth $552K as of Q2 2026.
Sittner & Nelson left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.17% of Sittner & Nelson's portfolio in Q2 2026, its #99 holding.
Sittner & Nelson first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Vanguard Energy ETF position peaked at $637K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.