Strategic Investment Solutions’s Vanguard Energy ETF VDE Stock Holding History

Strategic Investment Solutions’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	$2.94M	Sell	19,616 -6,094	-24%	-$987K	0.67%	35
2026 Q1	$4.45M	Buy	25,710 +3,393	+15%	+$513K	1.07%	22
2025 Q4	$2.81M	Buy	22,317 +1,447	+7%	+$182K	0.68%	33
2025 Q3	$2.63M	Sell	20,870 -850	-4%	-$105K	0.69%	35
2025 Q2	$2.59M	Buy	21,720 +20,111	+1,250%	+$2.34M	0.78%	30
2025 Q1	$209K	Sell	1,609 -697	-30%	-$88K	0.06%	102
2024 Q4	$276K	Buy	2,306 +1,467	+175%	+$187K	0.09%	87
2024 Q3	$103K	Sell	839 -962	-53%	-$120K	0.03%	143
2024 Q2	$229K	Buy	+1,801	New	+$234K	0.07%	90
2023 Q4	$170K	Sell	1,449 -134,155	-99%	-$16.1M	0.03%	223
2023 Q3	$16.4M	Buy	135,604 +132,599	+4,413%	+$16.2M	0.2%	74
2023 Q2	$323K	Sell	3,005 -2,069	-41%	-$233K	0.07%	96
2023 Q1	$580K	Buy	5,074 +204	+4%	+$24.2K	0.11%	99
2022 Q4	$583K	Buy	+4,870	New	+$593K	0.29%	46

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

Strategic Investment Solutions's VDE Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Energy ETF (VDE) stake by 24% in Q2 2026, selling an estimated $987K and leaving 19,616 shares worth $2.94M. The position accounts for 0.67% of the portfolio, ranked #35.

Strategic Investment Solutions first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.4M in Q3 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Strategic Investment Solutions held 19,616 shares of Vanguard Energy ETF worth $2.94M as of Q2 2026.
Strategic Investment Solutions sold 6,094 Vanguard Energy ETF shares in Q2 2026, an estimated $987K.
Vanguard Energy ETF made up 0.67% of Strategic Investment Solutions's portfolio in Q2 2026, its #35 holding.
Strategic Investment Solutions first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Vanguard Energy ETF position peaked at $16.4M in Q3 2023.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.