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Birchcreek Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Birchcreek Wealth Management’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 		$709K Sell
4,096
-350
-8% -$52.9K 0.34% 54
2025
Q4 		$560K Buy
4,446
+231
+5% +$29K 0.27% 59
2025
Q3 		$531K Sell
4,215
-901
-18% -$111K 0.27% 60
2025
Q2 		$609K Buy
5,116
+215
+4% +$25K 0.35% 54
2025
Q1 		$636K Sell
4,901
-100
-2% -$12.6K 0.4% 47
2024
Q4 		$607K Buy
5,001
+680
+16% +$86.6K 0.38% 48
2024
Q3 		$529K Sell
4,321
-81
-2% -$10.1K 0.35% 54
2024
Q2 		$562K Sell
4,402
-244
-5% -$31.8K 0.32% 72
2024
Q1 		$612K Sell
4,646
-685
-13% -$82.1K 0.32% 71
2023
Q4 		$625K Buy
5,331
+576
+12% +$69K 0.37% 67
2023
Q3 		$603K Hold
4,755
– – 0.41% 62
2023
Q2 		$537K Buy
4,755
+299
+7% +$33.7K 0.37% 69
2023
Q1 		$509K Buy
4,456
+91
+2% +$10.8K 0.4% 64
2022
Q4 		$529K Buy
4,365
+224
+5% +$27.3K 0.47% 62
2022
Q3 		$421K Buy
4,141
+57
+1% +$6.06K 0.39% 67
2022
Q2 		$406K Sell
4,084
-51
-1% -$5.71K 0.36% 64
2022
Q1 		$443K Buy
4,135
+510
+14% +$49.1K 0.39% 60
2021
Q4 		$281K Sell
3,625
-760
-17% -$60.5K 0.25% 91
2021
Q3 		$324K Sell
4,385
-77
-2% -$5.37K 0.3% 73
2021
Q2 		$339K Sell
4,462
-466
-9% -$33.8K 0.33% 69
2021
Q1 		$335K Sell
4,928
-3,517
-42% -$225K 0.35% 68
2020
Q4 		$437K Buy
+8,445
New +$395K 0.43% 57

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 $374B AUM 17.66% 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

Birchcreek Wealth Management's VDE Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 7.9% in Q1 2026, selling an estimated $52.9K and leaving 4,096 shares worth $709K. The position accounts for 0.34% of the portfolio, ranked #54.

Birchcreek Wealth Management first reported a position in VDE in Q4 2020 and has held it in 22 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Birchcreek Wealth Management held 4,096 shares of Vanguard Energy ETF worth $709K as of Q1 2026.
  • Birchcreek Wealth Management sold 350 Vanguard Energy ETF shares in Q1 2026, an estimated $52.9K.
  • Vanguard Energy ETF made up 0.34% of Birchcreek Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 22 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.