Whittier Trust’s Vanguard Energy ETF VDE Stock Holding History

Whittier Trust’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	$1.28M	Sell	8,558 -27	-0.3%	-$4.37K	0.01%	351
2026 Q1	$1.45M	Sell	8,585 -1,198	-12%	-$181K	0.02%	304
2025 Q4	$1.26M	Hold	9,783	–	–	0.01%	321
2025 Q3	$1.23M	Sell	9,783 -60	-0.6%	-$7.39K	0.01%	318
2025 Q2	$1.17M	Sell	9,843 -12	-0.1%	-$1.4K	0.01%	359
2025 Q1	$1.28M	Sell	9,855 -400	-4%	-$50.5K	0.02%	346
2024 Q4	$1.24M	Sell	10,255 -50	-0.5%	-$6.37K	0.02%	354
2024 Q3	$1.26M	Sell	10,305 -40	-0.4%	-$5K	0.02%	345
2024 Q2	$1.32M	Buy	10,345 +1,986	+24%	+$259K	0.02%	318
2024 Q1	$1.1M	Hold	8,359	–	–	0.02%	346
2023 Q4	$980K	Hold	8,359	–	–	0.02%	358
2023 Q3	$1.06M	Sell	8,359 -250	-3%	-$30.6K	0.02%	338
2023 Q2	$972K	Buy	8,609 +46	+0.5%	+$5.18K	0.02%	355
2023 Q1	$978K	Sell	8,563 -300	-3%	-$35.6K	0.02%	359
2022 Q4	$1.07M	Hold	8,863	–	–	0.02%	341
2022 Q3	$900K	Hold	8,863	–	–	0.02%	362
2022 Q2	$882K	Sell	8,863 -50	-0.6%	-$5.59K	0.02%	374
2022 Q1	$954K	Sell	8,913 -135	-1%	-$13K	0.02%	384
2021 Q4	$702K	Buy	9,048 +245	+3%	+$19.5K	0.01%	430
2021 Q3	$651K	Buy	8,803 +28	+0.3%	+$1.95K	0.01%	424
2021 Q2	$666K	Hold	8,775	–	–	0.01%	429
2021 Q1	$597K	Sell	8,775 -105	-1%	-$6.71K	0.01%	442
2020 Q4	$461K	Sell	8,880 -868	-9%	-$40.6K	0.01%	443
2020 Q3	$393K	Buy	9,748 +1,948	+25%	+$92.7K	0.01%	461
2020 Q2	$392K	Sell	7,800 -7,407	-49%	-$365K	0.01%	430
2020 Q1	$581K	Buy	15,207 +13,286	+692%	+$843K	0.02%	365
2019 Q4	$157K	Hold	1,921	–	–	﹤0.01%	605
2019 Q3	$150K	Sell	1,921 -45	-2%	-$3.6K	﹤0.01%	598
2019 Q2	$167K	Hold	1,966	–	–	﹤0.01%	563
2019 Q1	$176K	Buy	1,966 +7	+0.4%	+$608	0.01%	551
2018 Q4	$151K	Buy	1,959 +705	+56%	+$64.5K	0.01%	553
2018 Q3	$132K	Buy	1,254 +509	+68%	+$52.8K	﹤0.01%	585
2018 Q2	$78K	Sell	745 -210	-22%	-$21.5K	﹤0.01%	672
2018 Q1	$88K	Hold	955	–	–	﹤0.01%	664
2017 Q4	$94K	Hold	955	–	–	﹤0.01%	630
2017 Q3	$89K	Hold	955	–	–	﹤0.01%	629
2017 Q2	$85K	Hold	955	–	–	﹤0.01%	607
2017 Q1	$92K	Buy	955 +45	+5%	+$4.5K	﹤0.01%	602
2016 Q4	$95K	Hold	910	–	–	﹤0.01%	597
2016 Q3	$89K	Hold	910	–	–	﹤0.01%	598
2016 Q2	$87K	Hold	910	–	–	﹤0.01%	617
2016 Q1	$78K	Hold	910	–	–	﹤0.01%	635
2015 Q4	$76K	Hold	910	–	–	﹤0.01%	648
2015 Q3	$77K	Hold	910	–	–	﹤0.01%	627
2015 Q2	$97K	Buy	910 +700	+333%	+$78.7K	﹤0.01%	606
2015 Q1	$23K	Hold	210	–	–	﹤0.01%	853
2014 Q4	$23K	Hold	210	–	–	﹤0.01%	769
2014 Q3	$28K	Hold	210	–	–	﹤0.01%	728
2014 Q2	$30K	Hold	210	–	–	﹤0.01%	725
2014 Q1	$27K	Sell	210 -2,000	-90%	-$247K	﹤0.01%	756
2013 Q4	$279K	Hold	2,210	–	–	0.01%	394
2013 Q3	$264K	Sell	2,210 -10	-0.5%	-$1.18K	0.01%	402
2013 Q2	$250K	Buy	+2,220	New	+$251K	0.01%	397

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

Whittier Trust's VDE Position: Q2 2026 in Review

Whittier Trust reduced its Vanguard Energy ETF (VDE) stake by 0.31% in Q2 2026, selling an estimated $4.37K and leaving 8,558 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #351.

Whittier Trust first reported a position in VDE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.45M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Whittier Trust held 8,558 shares of Vanguard Energy ETF worth $1.28M as of Q2 2026.
Whittier Trust sold 27 Vanguard Energy ETF shares in Q2 2026, an estimated $4.37K.
Vanguard Energy ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #351 holding.
Whittier Trust first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Vanguard Energy ETF position peaked at $1.45M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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