Fiduciary Group’s Vanguard Energy ETF VDE Stock Holding History

Fiduciary Group’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	$1.5M	Sell	8,645 -104	-1%	-$15.7K	0.13%	130
2025 Q4	$1.1M	Sell	8,749 -252	-3%	-$31.7K	0.09%	153
2025 Q3	$1.13M	Hold	9,001	–	–	0.1%	148
2025 Q2	$1.07M	Sell	9,001 -17	-0.2%	-$1.98K	0.1%	154
2025 Q1	$1.17M	Buy	9,018 +286	+3%	+$36.1K	0.12%	141
2024 Q4	$1.06M	Buy	8,732 +1,111	+15%	+$141K	0.11%	147
2024 Q3	$933K	Sell	7,621 -238	-3%	-$29.8K	0.09%	151
2024 Q2	$1M	Hold	7,859	–	–	0.11%	140
2024 Q1	$1.04M	Buy	7,859 +874	+13%	+$105K	0.11%	133
2023 Q4	$819K	Buy	+6,985	New	+$837K	0.1%	139
2015 Q4	–	Sell	-8,648	Closed	-$733K	–	188
2015 Q3	$733K	Sell	8,648 -25	-0.3%	-$2.37K	0.24%	105
2015 Q2	$928K	Buy	+8,673	New	+$976K	0.29%	102

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

Fiduciary Group's VDE Position: Q1 2026 in Review

Fiduciary Group reduced its Vanguard Energy ETF (VDE) stake by 1.2% in Q1 2026, selling an estimated $15.7K and leaving 8,645 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #130.

Fiduciary Group first reported a position in VDE in Q2 2015 and has held it in 12 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Fiduciary Group held 8,645 shares of Vanguard Energy ETF worth $1.5M as of Q1 2026.
Fiduciary Group sold 104 Vanguard Energy ETF shares in Q1 2026, an estimated $15.7K.
Vanguard Energy ETF made up 0.13% of Fiduciary Group's portfolio in Q1 2026, its #130 holding.
Fiduciary Group first reported a position in Vanguard Energy ETF in Q2 2015 and has held it in 12 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.