J. M. Brown & Associates Inc.’s Vanguard Energy ETF VDE Stock Holding History

J. M. Brown & Associates Inc.’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	$3.05M	Buy	+20,287	New	+$3.29M	1.74%	12

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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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

J. M. Brown & Associates Inc.'s VDE Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 20,287 shares worth $3.05M. The stake represents 1.74% of the portfolio and ranks #12 among its holdings.

214 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

J. M. Brown & Associates Inc. held 20,287 shares of Vanguard Energy ETF worth $3.05M as of Q2 2026.
Vanguard Energy ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Vanguard Energy ETF made up 1.74% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #12 holding.
214 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.