Smallwood Wealth Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Smallwood Wealth Investment 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	$3.49M	Buy	23,274 +457	+2%	+$74K	1.53%	14
2026 Q1	$3.95M	Buy	22,817 +55	+0.2%	+$8.32K	2.08%	12
2025 Q4	$2.87M	Sell	22,762 -88	-0.4%	-$11.1K	1.5%	13
2025 Q3	$2.88M	Buy	22,850 +1,311	+6%	+$161K	1.46%	13
2025 Q2	$2.57M	Buy	21,539 +504	+2%	+$58.7K	1.46%	16
2025 Q1	$2.73M	Buy	21,035 +1,071	+5%	+$135K	1.72%	13
2024 Q4	$2.42M	Buy	+19,964	New	+$2.54M	1.65%	13
2022 Q2	–	Sell	-1,945	Closed	-$208K	–	67
2022 Q1	$208K	Buy	+1,945	New	+$187K	0.2%	54

Other funds holding VDE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Smallwood Wealth Investment Management's VDE Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Vanguard Energy ETF (VDE) stake by 2% in Q2 2026, buying an estimated $74K and bringing the position to 23,274 shares worth $3.49M. The position accounts for 1.53% of the portfolio, ranked #14.

Smallwood Wealth Investment Management first reported a position in VDE in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.95M in Q1 2026. 475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Smallwood Wealth Investment Management held 23,274 shares of Vanguard Energy ETF worth $3.49M as of Q2 2026.
Smallwood Wealth Investment Management bought 457 Vanguard Energy ETF shares in Q2 2026, an estimated $74K.
Vanguard Energy ETF made up 1.53% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #14 holding.
Smallwood Wealth Investment Management first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 8 quarters since.
Smallwood Wealth Investment Management's Vanguard Energy ETF position peaked at $3.95M in Q1 2026.
475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.