Triumph Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Triumph Capital 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	$211K	Sell	1,403 -533	-28%	-$86.3K	0.04%	351
2026 Q1	$335K	Sell	1,936 -93	-5%	-$14.1K	0.07%	252
2025 Q4	$255K	Sell	2,029 -56	-3%	-$7.03K	0.06%	274
2025 Q3	$262K	Buy	2,085 +107	+5%	+$13.2K	0.07%	268
2025 Q2	$236K	Sell	1,978 -566	-22%	-$65.9K	0.07%	254
2025 Q1	$330K	Buy	2,544 +17	+0.7%	+$2.15K	0.11%	201
2024 Q4	$307K	Buy	2,527 +367	+17%	+$46.7K	0.1%	211
2024 Q3	$267K	Buy	+2,160	New	+$270K	0.1%	222

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

Triumph Capital Management's VDE Position: Q2 2026 in Review

Triumph Capital Management reduced its Vanguard Energy ETF (VDE) stake by 28% in Q2 2026, selling an estimated $86.3K and leaving 1,403 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #351.

Triumph Capital Management first reported a position in VDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $335K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Triumph Capital Management held 1,403 shares of Vanguard Energy ETF worth $211K as of Q2 2026.
Triumph Capital Management sold 533 Vanguard Energy ETF shares in Q2 2026, an estimated $86.3K.
Vanguard Energy ETF made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #351 holding.
Triumph Capital Management first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's Vanguard Energy ETF position peaked at $335K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.