Stapp Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Stapp Wealth 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	$1.73M	Buy	11,530 +60	+0.5%	+$9.72K	2.26%	17
2026 Q1	$1.98M	Buy	11,470 +1,267	+12%	+$192K	2.53%	14
2025 Q4	$1.28M	Buy	+10,203	New	+$1.28M	1.65%	16
2025 Q2	–	Sell	-20,604	Closed	-$2.67M	–	31
2025 Q1	$2.67M	Buy	20,604 +872	+4%	+$110K	4.12%	12
2024 Q4	$2.39M	Buy	+19,732	New	+$2.51M	3.73%	11
2023 Q4	–	Sell	-14,276	Closed	-$1.81M	–	25
2023 Q3	$1.81M	Sell	14,276 -9,357	-40%	-$1.15M	3.48%	12
2023 Q2	$2.67M	Sell	23,633 -537	-2%	-$60.5K	5.28%	7
2023 Q1	$2.76M	Sell	24,170 -7,892	-25%	-$936K	3.79%	8
2022 Q4	$3.89M	Sell	32,062 -8,106	-20%	-$987K	9.32%	3
2022 Q3	$4.08M	Buy	+40,168	New	+$4.27M	11.9%	2

Other funds holding VDE

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

AWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Stapp Wealth Management's VDE Position: Q2 2026 in Review

Stapp Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.52% in Q2 2026, buying an estimated $9.72K and bringing the position to 11,530 shares worth $1.73M. The position accounts for 2.26% of the portfolio, ranked #17.

Stapp Wealth Management first reported a position in VDE in Q3 2022 and has held it in 10 quarters since. The position peaked at $4.08M in Q3 2022. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Stapp Wealth Management held 11,530 shares of Vanguard Energy ETF worth $1.73M as of Q2 2026.
Stapp Wealth Management bought 60 Vanguard Energy ETF shares in Q2 2026, an estimated $9.72K.
Vanguard Energy ETF made up 2.26% of Stapp Wealth Management's portfolio in Q2 2026, its #17 holding.
Stapp Wealth Management first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 10 quarters since.
Stapp Wealth Management's Vanguard Energy ETF position peaked at $4.08M in Q3 2022.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.