Financial Gravity Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Financial Gravity Asset Management’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
2025 Q4	–	Sell	-125	Closed	-$15.7K	–	936
2025 Q3	$15.7K	Buy	+125	New	+$15.4K	﹤0.01%	476
2021 Q3	$74K	Buy	73 +41	+128%	+$2.86K	0.03%	444
2021 Q2	$76K	Buy	+32	New	+$2.32K	0.03%	431
2020 Q4	$0	Buy	+2	New	+$93	﹤0.01%	667
2019 Q4	$84K	Buy	224 +116	+107%	+$9.03K	0.06%	403
2019 Q3	$8K	Buy	108 +52	+93%	+$4.16K	0.01%	646
2019 Q2	$5K	Buy	56 +23	+70%	+$1.98K	﹤0.01%	701
2019 Q1	$3K	Buy	+33	New	+$2.87K	﹤0.01%	877
2018 Q3	$9K	Sell	99 -13	-12%	-$1.35K	0.01%	605
2018 Q2	$12K	Sell	112 -56	-33%	-$5.73K	0.01%	538
2018 Q1	$17K	Buy	+168	New	+$16.3K	0.02%	520

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's VDE Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 125 shares — an estimated $15.7K sold.

Financial Gravity Asset Management first reported a position in VDE in Q1 2018 and held it in 11 quarters. The position peaked at $84K in Q4 2019. 666 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

Financial Gravity Asset Management reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 125 Vanguard Energy ETF shares in Q4 2025, an estimated $15.7K.
Financial Gravity Asset Management first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Vanguard Energy ETF position peaked at $84K in Q4 2019.
666 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.