Truvestments Capital’s Vanguard Energy ETF VDE Stock Holding History

Truvestments Capital’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	$159K	Buy	+1,057	New	+$171K	0.02%	348
2024 Q1	–	Sell	-188	Closed	-$22K	–	875
2023 Q4	$22K	Hold	188	–	–	0.01%	427
2023 Q3	$23.8K	Sell	188 -59	-24%	-$7.22K	0.01%	364
2023 Q2	$27.9K	Buy	247 +188	+319%	+$21.2K	0.01%	343
2023 Q1	$6.74K	Buy	+59	New	+$7K	﹤0.01%	475
2019 Q4	–	Sell	-15	Closed	-$1K	–	569
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	687
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	705
2019 Q1	$1K	Buy	+15	New	+$1.3K	﹤0.01%	711
2018 Q3	$58K	Buy	+554	New	+$57.4K	0.03%	358

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

Truvestments Capital's VDE Position: Q2 2026 in Review

Truvestments Capital opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 1,057 shares worth $159K. The stake represents 0.02% of the portfolio and ranks #348 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in VDE as recently as Q4 2023.

Truvestments Capital first reported a position in VDE in Q3 2018 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Truvestments Capital held 1,057 shares of Vanguard Energy ETF worth $159K as of Q2 2026.
Vanguard Energy ETF was a new Truvestments Capital position in Q2 2026.
Vanguard Energy ETF made up 0.02% of Truvestments Capital's portfolio in Q2 2026, its #348 holding.
Truvestments Capital first reported a position in Vanguard Energy ETF in Q3 2018 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.