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Axiom Financial Strategies’s Vanguard Energy ETF VDE Stock Holding History

Axiom Financial Strategies’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 		– Sell
-14,244
Closed -$1.79M – 42
2025
Q4 		$1.79M Sell
14,244
-287
-2% -$36K 0.75% 23
2025
Q3 		$1.83M Sell
14,531
-16,936
-54% -$2.08M 0.79% 23
2025
Q2 		$3.75M Sell
31,467
-453
-1% -$52.7K 2.09% 15
2025
Q1 		$4.14M Sell
31,920
-1,392
-4% -$176K 2.45% 14
2024
Q4 		$4.04M Buy
33,312
+6,615
+25% +$842K 2.25% 15
2024
Q3 		$3.27M Buy
26,697
+7,001
+36% +$876K 1.73% 16
2024
Q2 		$2.51M Buy
19,696
+101
+0.5% +$13.1K 1.63% 18
2024
Q1 		$2.58M Sell
19,595
-241
-1% -$28.9K 1.64% 18
2023
Q4 		$2.33M Buy
19,836
+75
+0.4% +$8.99K 1.51% 19
2023
Q3 		$2.5M Sell
19,761
-10,151
-34% -$1.24M 1.68% 19
2023
Q2 		$3.38M Sell
29,912
-690
-2% -$77.7K 1.94% 20
2023
Q1 		$3.5M Buy
30,602
+497
+2% +$58.9K 1.94% 19
2022
Q4 		$3.65M Sell
30,105
-392
-1% -$47.7K 2.29% 18
2022
Q3 		$3.1M Buy
30,497
+11,253
+58% +$1.2M 1.65% 20
2022
Q2 		$1.91M Buy
19,244
+2,968
+18% +$332K 1.01% 21
2022
Q1 		$1.72M Sell
16,276
-1,479
-8% -$142K 0.87% 22
2021
Q4 		$1.38M Sell
17,755
-16,947
-49% -$1.35M 0.63% 27
2021
Q3 		$2.56M Buy
34,702
+21,049
+154% +$1.47M 1.21% 23
2021
Q2 		$1.04M Buy
+13,653
New +$990K 0.48% 30
2020
Q2 		– Sell
-7,687
Closed -$294K – 73
2020
Q1 		$294K Buy
+7,687
New +$488K 0.24% 45

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axiom Financial Strategies's VDE Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 14,244 shares — an estimated $1.79M sold.

Axiom Financial Strategies first reported a position in VDE in Q1 2020 and held it in 20 quarters. The position peaked at $4.14M in Q1 2025. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 14,244 Vanguard Energy ETF shares in Q1 2026, an estimated $1.79M.
  • Axiom Financial Strategies first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 20 quarters.
  • Axiom Financial Strategies's Vanguard Energy ETF position peaked at $4.14M in Q1 2025.
  • 774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.