AmeriFlex Group’s Vanguard Energy ETF VDE Stock Holding History

AmeriFlex Group’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 Q1	$22.7K	Hold	131	–	–	0.01%	585
2025 Q4	$16.5K	Sell	131 -271	-67%	-$34K	0.01%	624
2025 Q3	$50.5K	Buy	402 +234	+139%	+$28.8K	0.02%	457
2025 Q2	$20.2K	Buy	168 +24	+17%	+$2.79K	0.01%	567
2025 Q1	$18.7K	Hold	144	–	–	0.01%	700
2024 Q4	$17.8K	Buy	+144	New	+$18.3K	0.01%	647

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AmeriFlex Group's VDE Position: Q1 2026 in Review

AmeriFlex Group held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 131 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #585.

AmeriFlex Group first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.5K in Q3 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

AmeriFlex Group held 131 shares of Vanguard Energy ETF worth $22.7K as of Q1 2026.
AmeriFlex Group left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #585 holding.
AmeriFlex Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Vanguard Energy ETF position peaked at $50.5K in Q3 2025.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.