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

DHJJ 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	$36.7K	Buy	212 +84	+66%	+$12.7K	0.01%	451
2025 Q4	$16.1K	Hold	128	–	–	0.01%	522
2025 Q3	$16.1K	Hold	128	–	–	0.01%	507
2025 Q2	$15.2K	Hold	128	–	–	0.01%	506
2025 Q1	$16.6K	Hold	128	–	–	0.01%	451
2024 Q4	$15.5K	Hold	128	–	–	0.01%	451
2024 Q3	$15.7K	Hold	128	–	–	0.01%	438
2024 Q2	$16.3K	Hold	128	–	–	0.01%	398
2024 Q1	$16.9K	Hold	128	–	–	0.01%	384
2023 Q4	$15K	Hold	128	–	–	0.01%	387
2023 Q3	$16.2K	Buy	+128	New	+$15.7K	0.01%	381

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

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

DHJJ Financial Advisors increased its Vanguard Energy ETF (VDE) stake by 66% in Q1 2026, buying an estimated $12.7K and bringing the position to 212 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #451.

DHJJ Financial Advisors first reported a position in VDE in Q3 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

DHJJ Financial Advisors held 212 shares of Vanguard Energy ETF worth $36.7K as of Q1 2026.
DHJJ Financial Advisors bought 84 Vanguard Energy ETF shares in Q1 2026, an estimated $12.7K.
Vanguard Energy ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #451 holding.
DHJJ Financial Advisors first reported a position in Vanguard Energy ETF in Q3 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.