Blackston Financial Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Blackston Financial Advisory 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	$1.04M	Sell	6,029 -545	-8%	-$82.4K	0.65%	25
2025 Q4	$828K	Buy	6,574 +288	+5%	+$36.2K	0.5%	28
2025 Q3	$791K	Sell	6,286 -234	-4%	-$28.8K	0.47%	30
2025 Q2	$777K	Sell	6,520 -91	-1%	-$10.6K	0.49%	28
2025 Q1	$858K	Sell	6,611 -166	-2%	-$21K	0.58%	25
2024 Q4	$822K	Buy	6,777 +254	+4%	+$32.3K	0.41%	40
2024 Q3	$799K	Buy	+6,523	New	+$816K	0.41%	39
2024 Q2	–	Sell	-1,567	Closed	-$206K	–	96
2024 Q1	$206K	Sell	1,567 -998	-39%	-$120K	0.14%	61
2023 Q4	$301K	Buy	2,565 +853	+50%	+$102K	0.19%	73
2023 Q3	$217K	Sell	1,712 -405	-19%	-$49.6K	0.15%	84
2023 Q2	$239K	Buy	2,117 +294	+16%	+$33.1K	0.17%	80
2023 Q1	$208K	Buy	+1,823	New	+$216K	0.16%	87

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

Blackston Financial Advisory Group's VDE Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Energy ETF (VDE) stake by 8.3% in Q1 2026, selling an estimated $82.4K and leaving 6,029 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #25.

Blackston Financial Advisory Group first reported a position in VDE in Q1 2023 and has held it in 12 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Blackston Financial Advisory Group held 6,029 shares of Vanguard Energy ETF worth $1.04M as of Q1 2026.
Blackston Financial Advisory Group sold 545 Vanguard Energy ETF shares in Q1 2026, an estimated $82.4K.
Vanguard Energy ETF made up 0.65% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #25 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 12 quarters since.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.