Fee-Only Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Fee-Only Financial Planning’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	$1.21M	Sell	7,000 -800	-10%	-$121K	0.73%	17
2025 Q4	$982K	Hold	7,800	–	–	0.57%	17
2025 Q3	$982K	Hold	7,800	–	–	0.57%	17
2025 Q2	$929K	Hold	7,800	–	–	0.58%	17
2025 Q1	$1.01M	Hold	7,800	–	–	0.69%	16
2024 Q4	$946K	Hold	7,800	–	–	0.61%	17
2024 Q3	$955K	Hold	7,800	–	–	0.61%	17
2024 Q2	$995K	Sell	7,800 -100	-1%	-$13K	0.67%	16
2024 Q1	$1.04M	Sell	7,900 -200	-2%	-$24K	0.7%	16
2023 Q4	$950K	Hold	8,100	–	–	0.69%	16
2023 Q3	$1.03M	Hold	8,100	–	–	0.83%	13
2023 Q2	$914K	Hold	8,100	–	–	0.7%	17
2023 Q1	$925K	Sell	8,100 -200	-2%	-$23.7K	0.75%	16
2022 Q4	$1.01M	Buy	+8,300	New	+$1.01M	0.84%	15

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

Fee-Only Financial Planning's VDE Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Energy ETF (VDE) stake by 10% in Q1 2026, selling an estimated $121K and leaving 7,000 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #17.

Fee-Only Financial Planning first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Fee-Only Financial Planning held 7,000 shares of Vanguard Energy ETF worth $1.21M as of Q1 2026.
Fee-Only Financial Planning sold 800 Vanguard Energy ETF shares in Q1 2026, an estimated $121K.
Vanguard Energy ETF made up 0.73% of Fee-Only Financial Planning's portfolio in Q1 2026, its #17 holding.
Fee-Only Financial Planning first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.