DI
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Disciplined Investments’s Vanguard Energy ETF VDE Stock Holding History

Disciplined Investments’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 		$606K Buy
3,501
+1
+0% +$151 0.22% 75
2025
Q4 		$441K Buy
3,500
+27
+0.8% +$3.39K 0.17% 89
2025
Q3 		$437K Buy
3,473
+25
+0.7% +$3.08K 0.17% 86
2025
Q2 		$411K Sell
3,448
-34
-1% -$3.96K 0.17% 91
2025
Q1 		$452K Buy
3,482
+24
+0.7% +$3.03K 0.21% 87
2024
Q4 		$420K Buy
3,458
+36
+1% +$4.58K 0.21% 90
2024
Q3 		$419K Buy
3,422
+186
+6% +$23.3K 0.21% 85
2024
Q2 		$413K Buy
3,236
+407
+14% +$53K 0.22% 84
2024
Q1 		$373K Buy
2,829
+27
+1% +$3.24K 0.2% 85
2023
Q4 		$329K Buy
2,802
+42
+2% +$5.04K 0.19% 86
2023
Q3 		$350K Buy
2,760
+22
+0.8% +$2.69K 0.21% 88
2023
Q2 		$309K Hold
2,738
– – 0.17% 97
2023
Q1 		$313K Buy
2,738
+23
+0.8% +$2.73K 0.13% 111
2022
Q4 		$329K Sell
2,715
-1,146
-30% -$140K 0.16% 99
2022
Q3 		$392K Hold
3,861
– – 0.18% 95
2022
Q2 		$384K Buy
3,861
+38
+1% +$4.25K 0.17% 96
2022
Q1 		$409K Sell
3,823
-817
-18% -$78.6K 0.17% 96
2021
Q4 		$360K Buy
4,640
+94
+2% +$7.48K 0.16% 96
2021
Q3 		$336K Sell
4,546
-53
-1% -$3.7K 0.16% 95
2021
Q2 		$349K Buy
4,599
+83
+2% +$6.02K 0.18% 92
2021
Q1 		$307K Hold
4,516
– – 0.18% 90
2020
Q4 		$234K Sell
4,516
-212
-4% -$9.91K 0.16% 84
2020
Q3 		$191K Buy
4,728
+57
+1% +$2.71K 0.14% 93
2020
Q2 		$235K Buy
4,671
+1,023
+28% +$50.5K 0.18% 82
2020
Q1 		$139K Sell
3,648
-80
-2% -$5.08K 0.13% 98
2019
Q4 		$304K Buy
+3,728
New +$290K 0.26% 71

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

Disciplined Investments's VDE Position: Q1 2026 in Review

Disciplined Investments increased its Vanguard Energy ETF (VDE) stake by 0.03% in Q1 2026, buying an estimated $151 and bringing the position to 3,501 shares worth $606K. The position accounts for 0.22% of the portfolio, ranked #75.

Disciplined Investments first reported a position in VDE in Q4 2019 and has held it in 26 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Disciplined Investments held 3,501 shares of Vanguard Energy ETF worth $606K as of Q1 2026.
  • Disciplined Investments bought 1 Vanguard Energy ETF share in Q1 2026, an estimated $151.
  • Vanguard Energy ETF made up 0.22% of Disciplined Investments's portfolio in Q1 2026, its #75 holding.
  • Disciplined Investments first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 26 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.