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Steel Grove Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Steel Grove Capital Advisors’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 		$357K Buy
2,375
+35
+1% +$5.67K 0.03% 166
2026
Q1 		$405K Hold
2,340
– – 0.04% 154
2025
Q4 		$295K Hold
2,340
– – 0.03% 153
2025
Q3 		$279K Hold
2,340
– – 0.03% 157
2025
Q2 		$279K Sell
2,340
-1,750
-43% -$204K 0.03% 155
2025
Q1 		$531K Sell
4,090
-170
-4% -$21.5K 0.08% 109
2024
Q4 		$517K Buy
4,260
+170
+4% +$21.6K 0.07% 113
2024
Q3 		$498K Hold
4,090
– – 0.07% 118
2024
Q2 		$522K Buy
4,090
+250
+7% +$32.5K 0.07% 114
2024
Q1 		$506K Buy
3,840
+1,000
+35% +$120K 0.07% 122
2023
Q4 		$333K Sell
2,840
-11,375
-80% -$1.36M 0.05% 132
2023
Q3 		$1.8M Buy
14,215
+4,714
+50% +$577K 0.24% 61
2023
Q2 		$1.07M Buy
9,501
+2,566
+37% +$289K 0.13% 86
2023
Q1 		$792K Sell
6,935
-250
-3% -$29.6K 0.11% 94
2022
Q4 		$871K Buy
+7,185
New +$875K 0.12% 89
2021
Q1 		– Sell
-92,073
Closed -$4.78M – 145
2020
Q4 		$4.78M Sell
92,073
-1,088
-1% -$50.9K 1.56% 9
2020
Q3 		$3.75M Hold
93,161
– – 1.53% 11
2020
Q2 		$4.69M Sell
93,161
-20,339
-18% -$1M 2.1% 9
2020
Q1 		$4.34M Buy
+113,500
New +$7.2M 2.83% 6

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

Steel Grove Capital Advisors's VDE Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Vanguard Energy ETF (VDE) stake by 1.5% in Q2 2026, buying an estimated $5.67K and bringing the position to 2,375 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #166.

Steel Grove Capital Advisors first reported a position in VDE in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.78M in Q4 2020. 765 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Steel Grove Capital Advisors held 2,375 shares of Vanguard Energy ETF worth $357K as of Q2 2026.
  • Steel Grove Capital Advisors bought 35 Vanguard Energy ETF shares in Q2 2026, an estimated $5.67K.
  • Vanguard Energy ETF made up 0.03% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #166 holding.
  • Steel Grove Capital Advisors first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 19 quarters since.
  • Steel Grove Capital Advisors's Vanguard Energy ETF position peaked at $4.78M in Q4 2020.
  • 765 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.