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

Financial Engines 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	$758K	Sell	4,379 -564	-11%	-$85.3K	﹤0.01%	339
2025 Q4	$622K	Buy	4,943 +111	+2%	+$13.9K	﹤0.01%	368
2025 Q3	$608K	Sell	4,832 -43	-0.9%	-$5.29K	﹤0.01%	367
2025 Q2	$581K	Buy	4,875 +2,230	+84%	+$260K	﹤0.01%	363
2025 Q1	$343K	Buy	2,645 +273	+12%	+$34.5K	﹤0.01%	359
2024 Q4	$288K	Buy	+2,372	New	+$302K	﹤0.01%	391
2024 Q3	–	Sell	-1,597	Closed	-$205K	–	396
2024 Q2	$205K	Sell	1,597 -102	-6%	-$13.3K	﹤0.01%	342
2024 Q1	$224K	Buy	+1,699	New	+$204K	﹤0.01%	320
2022 Q2	–	Sell	-2,500	Closed	-$268K	–	330
2022 Q1	$268K	Sell	2,500 -122	-5%	-$11.7K	﹤0.01%	271
2021 Q4	$203K	Buy	+2,622	New	+$209K	﹤0.01%	264
2021 Q2	–	Sell	-3,271	Closed	-$222K	–	264
2021 Q1	$222K	Buy	+3,271	New	+$209K	﹤0.01%	253
2020 Q3	–	Sell	-6,306	Closed	-$317K	–	256
2020 Q2	$317K	Buy	+6,306	New	+$311K	﹤0.01%	157

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

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

Financial Engines Advisors reduced its Vanguard Energy ETF (VDE) stake by 11% in Q1 2026, selling an estimated $85.3K and leaving 4,379 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Financial Engines Advisors first reported a position in VDE in Q2 2020 and has held it in 12 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Financial Engines Advisors held 4,379 shares of Vanguard Energy ETF worth $758K as of Q1 2026.
Financial Engines Advisors sold 564 Vanguard Energy ETF shares in Q1 2026, an estimated $85.3K.
Vanguard Energy ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #339 holding.
Financial Engines Advisors first reported a position in Vanguard Energy ETF in Q2 2020 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 Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.