WhitTier Trust Company’s Vanguard Energy ETF VDE Stock Holding History

WhitTier Trust Company’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	-1,300	Closed	-$220K	–	1472
2026 Q1	$220K	Hold	1,300	–	–	﹤0.01%	486
2025 Q4	$167K	Hold	1,300	–	–	﹤0.01%	509
2025 Q3	$163K	Hold	1,300	–	–	﹤0.01%	497
2025 Q2	$155K	Hold	1,300	–	–	﹤0.01%	557
2025 Q1	$169K	Hold	1,300	–	–	﹤0.01%	534
2024 Q4	$158K	Hold	1,300	–	–	﹤0.01%	534
2024 Q3	$159K	Hold	1,300	–	–	﹤0.01%	518
2024 Q2	$166K	Hold	1,300	–	–	﹤0.01%	489
2024 Q1	$171K	Hold	1,300	–	–	﹤0.01%	490
2023 Q4	$152K	Sell	1,300 -11	-0.8%	-$1.32K	﹤0.01%	505
2023 Q3	$166K	Sell	1,311 -2,069	-61%	-$253K	0.01%	474
2023 Q2	$382K	Hold	3,380	–	–	0.01%	372
2023 Q1	$386K	Hold	3,380	–	–	0.01%	368
2022 Q4	$410K	Buy	3,380 +2,080	+160%	+$253K	0.02%	361
2022 Q3	$132K	Hold	1,300	–	–	0.01%	513
2022 Q2	$129K	Hold	1,300	–	–	0.01%	516
2022 Q1	$139K	Hold	1,300	–	–	0.01%	517
2021 Q4	$101K	Hold	1,300	–	–	﹤0.01%	570
2021 Q3	$96K	Sell	1,300 -350	-21%	-$24.4K	﹤0.01%	565
2021 Q2	$125K	Hold	1,650	–	–	0.01%	508
2021 Q1	$112K	Hold	1,650	–	–	0.01%	508
2020 Q4	$86K	Sell	1,650 -375	-19%	-$17.5K	﹤0.01%	529
2020 Q3	$82K	Hold	2,025	–	–	﹤0.01%	526
2020 Q2	$102K	Sell	2,025 -1,604	-44%	-$79.1K	0.01%	472
2020 Q1	$139K	Hold	3,629	–	–	0.01%	426
2019 Q4	$296K	Hold	3,629	–	–	0.02%	364
2019 Q3	$284K	Buy	3,629 +1,025	+39%	+$82K	0.02%	367
2019 Q2	$222K	Hold	2,604	–	–	0.02%	382
2019 Q1	$232K	Sell	2,604 -274	-10%	-$23.8K	0.02%	375
2018 Q4	$222K	Buy	2,878 +274	+11%	+$25.1K	0.02%	368
2018 Q3	$274K	Buy	2,604 +955	+58%	+$99K	0.02%	351
2018 Q2	$173K	Hold	1,649	–	–	0.01%	408
2018 Q1	$152K	Sell	1,649 -10	-0.6%	-$968	0.01%	417
2017 Q4	$164K	Hold	1,659	–	–	0.01%	378
2017 Q3	$155K	Sell	1,659 -135	-8%	-$12K	0.01%	371
2017 Q2	$159K	Hold	1,794	–	–	0.02%	360
2017 Q1	$174K	Hold	1,794	–	–	0.02%	356
2016 Q4	$188K	Sell	1,794 -45	-2%	-$4.5K	0.02%	346
2016 Q3	$179K	Hold	1,839	–	–	0.02%	346
2016 Q2	$175K	Hold	1,839	–	–	0.02%	354
2016 Q1	$158K	Sell	1,839 -242	-12%	-$19.4K	0.02%	368
2015 Q4	$173K	Buy	2,081 +522	+33%	+$47.6K	0.02%	360
2015 Q3	$132K	Hold	1,559	–	–	0.02%	382
2015 Q2	$167K	Hold	1,559	–	–	0.02%	373
2015 Q1	$170K	Hold	1,559	–	–	0.02%	370
2014 Q4	$174K	Hold	1,559	–	–	0.02%	370
2014 Q3	$204K	Hold	1,559	–	–	0.02%	343
2014 Q2	$224K	Hold	1,559	–	–	0.03%	331
2014 Q1	$200K	Hold	1,559	–	–	0.02%	344
2013 Q4	$197K	Hold	1,559	–	–	0.02%	342
2013 Q3	$186K	Hold	1,559	–	–	0.03%	332
2013 Q2	$175K	Buy	+1,559	New	+$176K	0.03%	333

Other funds holding VDE

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

AWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

WhitTier Trust Company's VDE Position: Q2 2026 in Review

WhitTier Trust Company sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,300 shares — an estimated $220K sold.

WhitTier Trust Company first reported a position in VDE in Q2 2013 and held it in 52 quarters. The position peaked at $410K in Q4 2022. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

WhitTier Trust Company reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
WhitTier Trust Company sold 1,300 Vanguard Energy ETF shares in Q2 2026, an estimated $220K.
WhitTier Trust Company first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 52 quarters.
WhitTier Trust Company's Vanguard Energy ETF position peaked at $410K in Q4 2022.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.