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Bragg Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bragg Financial Advisors’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 		$375K Buy
2,165
+149
+7% +$22.5K 0.01% 304
2025
Q4 		$254K Hold
2,016
– – 0.01% 330
2025
Q3 		$254K Hold
2,016
– – 0.01% 324
2025
Q2 		$240K Sell
2,016
-742
-27% -$86.4K 0.01% 328
2025
Q1 		$358K Hold
2,758
– – 0.01% 282
2024
Q4 		$335K Buy
2,758
+516
+23% +$65.7K 0.01% 288
2024
Q3 		$275K Sell
2,242
-99
-4% -$12.4K 0.01% 293
2024
Q2 		$299K Sell
2,341
-16
-0.7% -$2.08K 0.01% 281
2024
Q1 		$310K Buy
2,357
+30
+1% +$3.6K 0.01% 280
2023
Q4 		$273K Sell
2,327
-569
-20% -$68.2K 0.01% 291
2023
Q3 		$367K Buy
2,896
+84
+3% +$10.3K 0.02% 260
2023
Q2 		$317K Hold
2,812
– – 0.02% 278
2023
Q1 		$321K Buy
2,812
+123
+5% +$14.6K 0.02% 271
2022
Q4 		$326K Buy
2,689
+3
+0.1% +$365 0.02% 264
2022
Q3 		$273K Sell
2,686
-15
-0.6% -$1.6K 0.02% 267
2022
Q2 		$269K Buy
2,701
+1
+0% +$112 0.02% 274
2022
Q1 		$289K Sell
2,700
-63
-2% -$6.06K 0.02% 280
2021
Q4 		$204K Hold
2,763
– – 0.01% 293
2021
Q3 		$204K Sell
2,763
-19
-0.7% -$1.32K 0.01% 293
2021
Q2 		$211K Buy
+2,782
New +$202K 0.01% 296

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

Bragg Financial Advisors's VDE Position: Q1 2026 in Review

Bragg Financial Advisors increased its Vanguard Energy ETF (VDE) stake by 7.4% in Q1 2026, buying an estimated $22.5K and bringing the position to 2,165 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #304.

Bragg Financial Advisors first reported a position in VDE in Q2 2021 and has held it in 20 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Bragg Financial Advisors held 2,165 shares of Vanguard Energy ETF worth $375K as of Q1 2026.
  • Bragg Financial Advisors bought 149 Vanguard Energy ETF shares in Q1 2026, an estimated $22.5K.
  • Vanguard Energy ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #304 holding.
  • Bragg Financial Advisors first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 20 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.