Woodward Diversified Capital’s Vanguard Energy ETF VDE Stock Holding History

Woodward Diversified 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	$961K	Sell	6,401 -804	-11%	-$130K	0.42%	56
2026 Q1	$1.12M	Sell	7,205 -1,353	-16%	-$205K	0.51%	44
2025 Q4	$1.08M	Buy	8,558 +100	+1%	+$12.6K	0.49%	52
2025 Q3	$1.06M	Buy	+8,458	New	+$1.04M	0.5%	51
2024 Q4	–	Sell	-2,065	Closed	-$253K	–	167
2024 Q3	$253K	Sell	2,065 -5,893	-74%	-$737K	0.16%	140
2024 Q2	$1.02M	Sell	7,958 -459	-5%	-$59.8K	0.6%	45
2024 Q1	$1.11M	Sell	8,417 -1,051	-11%	-$126K	0.69%	40
2023 Q4	$1.11M	Sell	9,468 -515	-5%	-$61.7K	0.7%	38
2023 Q3	$1.27M	Buy	+9,983	New	+$1.22M	0.91%	22
2023 Q1	–	Sell	-9,155	Closed	-$1.11M	–	144
2022 Q4	$1.11M	Buy	+9,155	New	+$1.11M	0.89%	28
2022 Q3	–	Sell	-14,233	Closed	-$1.42M	–	145
2022 Q2	$1.42M	Sell	14,233 -2,264	-14%	-$253K	1.08%	20
2022 Q1	$1.77M	Sell	16,497 -1,584	-9%	-$152K	1.15%	18
2021 Q4	$1.4M	Buy	18,081 +136	+0.8%	+$10.8K	0.83%	29
2021 Q3	$1.33M	Sell	17,945 -915	-5%	-$63.8K	0.83%	29
2021 Q2	$1.43M	Sell	18,860 -1,545	-8%	-$112K	0.82%	28
2021 Q1	$1.39M	Sell	20,405 -3,820	-16%	-$244K	0.82%	31
2020 Q4	$1.26M	Buy	+24,225	New	+$1.13M	0.82%	35

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

Woodward Diversified Capital's VDE Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Energy ETF (VDE) stake by 11% in Q2 2026, selling an estimated $130K and leaving 6,401 shares worth $961K. The position accounts for 0.42% of the portfolio, ranked #56.

Woodward Diversified Capital first reported a position in VDE in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.77M in Q1 2022. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Woodward Diversified Capital held 6,401 shares of Vanguard Energy ETF worth $961K as of Q2 2026.
Woodward Diversified Capital sold 804 Vanguard Energy ETF shares in Q2 2026, an estimated $130K.
Vanguard Energy ETF made up 0.42% of Woodward Diversified Capital's portfolio in Q2 2026, its #56 holding.
Woodward Diversified Capital first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 17 quarters since.
Woodward Diversified Capital's Vanguard Energy ETF position peaked at $1.77M in Q1 2022.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.