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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

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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. 163 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.
  • 163 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.