IHT Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

IHT Wealth 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
2026 Q1	$848K	Buy	4,901 +34	+0.7%	+$5.14K	0.02%	622
2025 Q4	$613K	Buy	4,867 +6	+0.1%	+$754	0.01%	699
2025 Q3	$612K	Sell	4,861 -83	-2%	-$10.2K	0.02%	675
2025 Q2	$589K	Sell	4,944 -22	-0.4%	-$2.56K	0.02%	647
2025 Q1	$644K	Buy	4,966 +108	+2%	+$13.6K	0.02%	595
2024 Q4	$589K	Sell	4,858 -270	-5%	-$34.4K	0.02%	624
2024 Q3	$629K	Sell	5,128 -624	-11%	-$78K	0.02%	648
2024 Q2	$734K	Sell	5,752 -530	-8%	-$69K	0.03%	515
2024 Q1	$827K	Sell	6,282 -1,065	-14%	-$128K	0.03%	477
2023 Q4	$862K	Sell	7,347 -288	-4%	-$34.5K	0.04%	426
2023 Q3	$968K	Buy	7,635 +3,911	+105%	+$479K	0.05%	355
2023 Q2	$420K	Sell	3,724 -13,623	-79%	-$1.53M	0.02%	600
2023 Q1	$1.98M	Buy	17,347 +1,454	+9%	+$172K	0.11%	177
2022 Q4	$1.93M	Sell	15,893 -2,380	-13%	-$290K	0.12%	178
2022 Q3	$1.86M	Buy	18,273 +10,099	+124%	+$1.07M	0.14%	167
2022 Q2	$813K	Sell	8,174 -451	-5%	-$50.5K	0.07%	278
2022 Q1	$923K	Buy	+8,625	New	+$830K	0.07%	269
2021 Q3	–	Sell	-4,201	Closed	-$319K	–	974
2021 Q2	$319K	Buy	4,201 +1,120	+36%	+$81.2K	0.02%	688
2021 Q1	$209K	Buy	+3,081	New	+$197K	0.02%	762
2020 Q1	–	Sell	-2,501	Closed	-$204K	–	657
2019 Q4	$204K	Buy	+2,501	New	+$195K	0.02%	558
2019 Q3	–	Sell	-2,568	Closed	-$217K	–	632
2019 Q2	$217K	Buy	+2,568	New	+$221K	0.03%	474
2018 Q2	–	Sell	-1,394	Closed	-$126K	–	1329
2018 Q1	$126K	Buy	1,394 +70	+5%	+$6.78K	0.03%	432
2017 Q4	$137K	Buy	1,324 +780	+143%	+$73.3K	0.04%	423
2017 Q3	$51K	Sell	544 -47	-8%	-$4.17K	0.02%	519
2017 Q2	$74	Buy	591 +10	+2%	+$923	0.04%	409
2017 Q1	$56K	Buy	581 +20	+4%	+$2K	0.04%	394
2016 Q4	$59K	Buy	+561	New	+$56.1K	0.04%	359

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

IHT Wealth Management's VDE Position: Q1 2026 in Review

IHT Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.7% in Q1 2026, buying an estimated $5.14K and bringing the position to 4,901 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #622.

IHT Wealth Management first reported a position in VDE in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.98M in Q1 2023. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

IHT Wealth Management held 4,901 shares of Vanguard Energy ETF worth $848K as of Q1 2026.
IHT Wealth Management bought 34 Vanguard Energy ETF shares in Q1 2026, an estimated $5.14K.
Vanguard Energy ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #622 holding.
IHT Wealth Management first reported a position in Vanguard Energy ETF in Q4 2016 and has held it in 27 quarters since.
IHT Wealth Management's Vanguard Energy ETF position peaked at $1.98M in Q1 2023.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.