Union Savings Bank’s Vanguard Energy ETF VDE Stock Holding History

Union Savings Bank’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	$611K	Sell	4,071 -158	-4%	-$25.6K	0.25%	70
2026 Q1	$732K	Hold	4,229	–	–	0.32%	61
2025 Q4	$533K	Buy	+4,229	New	+$531K	0.23%	76
2025 Q2	$518K	Hold	4,229	–	–	0.24%	73
2025 Q1	$549K	Hold	4,229	–	–	0.27%	68
2024 Q4	$513K	Hold	4,229	–	–	0.25%	72
2024 Q3	$518K	Sell	4,229 -67	-2%	-$8.38K	0.25%	73
2024 Q2	$548K	Hold	4,296	–	–	0.29%	69
2024 Q1	$566K	Hold	4,296	–	–	0.3%	72
2023 Q4	$504K	Hold	4,296	–	–	0.29%	77
2023 Q3	$544K	Hold	4,296	–	–	0.34%	73
2023 Q2	$525K	Buy	+4,296	New	+$484K	0.31%	74

Other funds holding VDE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Union Savings Bank's VDE Position: Q2 2026 in Review

Union Savings Bank reduced its Vanguard Energy ETF (VDE) stake by 3.7% in Q2 2026, selling an estimated $25.6K and leaving 4,071 shares worth $611K. The position accounts for 0.25% of the portfolio, ranked #70.

Union Savings Bank first reported a position in VDE in Q2 2023 and has held it in 12 quarters since. The position peaked at $732K in Q1 2026. 475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Union Savings Bank held 4,071 shares of Vanguard Energy ETF worth $611K as of Q2 2026.
Union Savings Bank sold 158 Vanguard Energy ETF shares in Q2 2026, an estimated $25.6K.
Vanguard Energy ETF made up 0.25% of Union Savings Bank's portfolio in Q2 2026, its #70 holding.
Union Savings Bank first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Vanguard Energy ETF position peaked at $732K in Q1 2026.
475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.