Householder Group Estate & Retirement Specialist’s Vanguard Energy ETF VDE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$104K	Buy	857 +9	+1%	+$1.15K	0.08%	148
2024 Q3	$103K	Buy	848 +4	+0.5%	+$500	0.03%	352
2024 Q2	$107K	Sell	844 -317	-27%	-$41.3K	0.03%	338
2024 Q1	$153K	Buy	1,161 +5	+0.4%	+$599	0.05%	285
2023 Q4	$135K	Buy	1,156 +6	+0.5%	+$719	0.04%	290
2023 Q3	$146K	Buy	+1,150	New	+$141K	0.05%	255
2023 Q1	$95K	Buy	+831	New	+$98.5K	0.04%	317
2022 Q4	–	Sell	-988	Closed	-$100K	–	1106
2022 Q3	$100K	Buy	+988	New	+$105K	0.04%	273

Other funds holding VDE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's VDE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Vanguard Energy ETF (VDE) stake by 1.1% in Q4 2024, buying an estimated $1.15K and bringing the position to 857 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #148.

Householder Group Estate & Retirement Specialist first reported a position in VDE in Q3 2022 and has held it in 8 quarters since. The position peaked at $153K in Q1 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 857 shares of Vanguard Energy ETF worth $104K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 9 Vanguard Energy ETF shares in Q4 2024, an estimated $1.15K.
Vanguard Energy ETF made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #148 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Energy ETF position peaked at $153K in Q1 2024.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.