Bradley & Co Private Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Bradley & Co Private 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	$7.09K	Hold	41	–	–	﹤0.01%	144
2025 Q4	$5.16K	Hold	41	–	–	﹤0.01%	153
2025 Q3	$5.16K	Hold	41	–	–	﹤0.01%	147
2025 Q2	$4.88K	Hold	41	–	–	﹤0.01%	146
2025 Q1	$5.32K	Hold	41	–	–	﹤0.01%	136
2024 Q4	$4.97K	Buy	+41	New	+$5.22K	﹤0.01%	140
2024 Q2	$2.68K	Hold	21	–	–	﹤0.01%	154
2024 Q1	$2.77K	Buy	21 +20	+2,000%	+$2.4K	﹤0.01%	158
2023 Q4	$117	Hold	1	–	–	﹤0.01%	194
2023 Q3	$127	Hold	1	–	–	﹤0.01%	176
2023 Q2	$113	Buy	+1	New	+$113	﹤0.01%	175

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

Bradley & Co Private Wealth Management's VDE Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 41 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Bradley & Co Private Wealth Management first reported a position in VDE in Q2 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Bradley & Co Private Wealth Management held 41 shares of Vanguard Energy ETF worth $7.09K as of Q1 2026.
Bradley & Co Private Wealth Management left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #144 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 11 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.