TWM
VDE icon

Tumwater Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Tumwater Wealth 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 		– Sell
-1,210
Closed -$209K – 36
2026
Q1 		$209K Buy
+1,210
New +$183K 0.08% 34
2025
Q3 		– Sell
-1,706
Closed -$203K – 38
2025
Q2 		$203K Buy
1,706
+3
+0.2% +$349 0.09% 34
2025
Q1 		$221K Sell
1,703
-1
-0.1% -$126 0.12% 29
2024
Q4 		$207K Buy
+1,704
New +$217K 0.11% 30

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
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
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Tumwater Wealth Management's VDE Position: Q2 2026 in Review

Tumwater Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,210 shares — an estimated $209K sold.

Tumwater Wealth Management first reported a position in VDE in Q4 2024 and held it in 4 quarters. The position peaked at $221K in Q1 2025. 237 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Tumwater Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Tumwater Wealth Management sold 1,210 Vanguard Energy ETF shares in Q2 2026, an estimated $209K.
  • Tumwater Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 4 quarters.
  • Tumwater Wealth Management's Vanguard Energy ETF position peaked at $221K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.