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IFG Advisory’s Vanguard Energy ETF VDE Stock Holding History

IFG Advisory’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 		$73.4K Sell
424
-2,146
-84% -$325K 0.21% 106
2025
Q4 		$324K Sell
2,570
-30
-1% -$3.77K 0.01% 618
2025
Q3 		$327K Sell
2,600
-378
-13% -$46.5K 0.01% 616
2025
Q2 		$355K Buy
2,978
+235
+9% +$27.4K 0.02% 560
2025
Q1 		$356K Sell
2,743
-328
-11% -$41.4K 0.02% 514
2024
Q4 		$373K Buy
+3,071
New +$391K 0.02% 483
2024
Q3 		– Sell
-3,885
Closed -$496K – 613
2024
Q2 		$496K Buy
+3,885
New +$506K 0.03% 401
2024
Q1 		– Sell
-3,916
Closed -$459K – 576
2023
Q4 		$459K Buy
3,916
+205
+6% +$24.6K 0.03% 379
2023
Q3 		$470K Buy
+3,711
New +$454K 0.04% 355
2023
Q2 		– Sell
-3,644
Closed -$416K – 497
2023
Q1 		$416K Buy
3,644
+9
+0.2% +$1.07K 0.04% 348
2022
Q4 		$440K Sell
3,635
-281
-7% -$34.2K 0.04% 333
2022
Q3 		$397K Sell
3,916
-49
-1% -$5.21K 0.04% 361
2022
Q2 		$394K Sell
3,965
-260
-6% -$29.1K 0.04% 326
2022
Q1 		$452K Sell
4,225
-1,144
-21% -$110K 0.05% 321
2021
Q4 		$416K Buy
5,369
+57
+1% +$4.53K 0.04% 338
2021
Q3 		$392K Sell
5,312
-69
-1% -$4.81K 0.04% 337
2021
Q2 		$408K Buy
5,381
+117
+2% +$8.48K 0.05% 332
2021
Q1 		$357K Sell
5,264
-335
-6% -$21.4K 0.04% 363
2020
Q4 		$290K Buy
+5,599
New +$262K 0.04% 354
2018
Q4 		– Sell
-1,954
Closed -$205K – 368
2018
Q3 		$205K Buy
+1,954
New +$203K 0.04% 361

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG Advisory's VDE Position: Q1 2026 in Review

IFG Advisory reduced its Vanguard Energy ETF (VDE) stake by 84% in Q1 2026, selling an estimated $325K and leaving 424 shares worth $73.4K. The position accounts for 0.21% of the portfolio, ranked #106.

IFG Advisory first reported a position in VDE in Q3 2018 and has held it in 20 quarters since. The position peaked at $496K in Q2 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • IFG Advisory held 424 shares of Vanguard Energy ETF worth $73.4K as of Q1 2026.
  • IFG Advisory sold 2,146 Vanguard Energy ETF shares in Q1 2026, an estimated $325K.
  • Vanguard Energy ETF made up 0.21% of IFG Advisory's portfolio in Q1 2026, its #106 holding.
  • IFG Advisory first reported a position in Vanguard Energy ETF in Q3 2018 and has held it in 20 quarters since.
  • IFG Advisory's Vanguard Energy ETF position peaked at $496K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.