Financial Freedom LLC’s Vanguard Energy ETF VDE Stock Holding History

Financial Freedom LLC’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	$3.08M	Sell	17,784 -2,970	-14%	-$449K	1.53%	18
2025 Q4	$2.61M	Sell	20,754 -3,085	-13%	-$388K	1.3%	23
2025 Q3	$3M	Buy	23,839 +72	+0.3%	+$8.86K	1.49%	18
2025 Q2	$2.83M	Buy	23,767 +112	+0.5%	+$13K	1.53%	16
2025 Q1	$3.07M	Buy	23,655 +1,872	+9%	+$236K	1.76%	16
2024 Q4	$2.64M	Buy	21,783 +287	+1%	+$36.5K	1.39%	22
2024 Q3	$2.63M	Buy	21,496 +587	+3%	+$73.4K	1.39%	21
2024 Q2	$2.67M	Sell	20,909 -321	-2%	-$41.8K	1.52%	17
2024 Q1	$2.8M	Buy	21,230 +184	+0.9%	+$22.1K	1.66%	14
2023 Q4	$2.47M	Sell	21,046 -3,839	-15%	-$460K	1.57%	17
2023 Q3	$3.15M	Buy	24,885 +100	+0.4%	+$12.2K	2.24%	11
2023 Q2	$2.8M	Buy	24,785 +458	+2%	+$51.6K	1.96%	12
2023 Q1	$2.78M	Buy	24,327 +680	+3%	+$80.6K	2.02%	14
2022 Q4	$2.87M	Buy	+23,647	New	+$2.88M	1.93%	12

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 Freedom LLC's VDE Position: Q1 2026 in Review

Financial Freedom LLC reduced its Vanguard Energy ETF (VDE) stake by 14% in Q1 2026, selling an estimated $449K and leaving 17,784 shares worth $3.08M. The position accounts for 1.53% of the portfolio, ranked #18.

Financial Freedom LLC first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.15M in Q3 2023. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Financial Freedom LLC held 17,784 shares of Vanguard Energy ETF worth $3.08M as of Q1 2026.
Financial Freedom LLC sold 2,970 Vanguard Energy ETF shares in Q1 2026, an estimated $449K.
Vanguard Energy ETF made up 1.53% of Financial Freedom LLC's portfolio in Q1 2026, its #18 holding.
Financial Freedom LLC first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Energy ETF position peaked at $3.15M in Q3 2023.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.