Madison Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Madison Wealth Partners’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	$1.09M	Buy	6,324 +55	+0.9%	+$8.32K	0.17%	60
2025 Q4	$789K	Buy	6,269 +267	+4%	+$33.5K	0.14%	70
2025 Q3	$755K	Buy	6,002 +351	+6%	+$43.2K	0.15%	69
2025 Q2	$673K	Buy	5,651 +44	+0.8%	+$5.12K	0.15%	72
2025 Q1	$727K	Buy	5,607 +40	+0.7%	+$5.05K	0.18%	64
2024 Q4	$675K	Buy	5,567 +94	+2%	+$12K	0.19%	67
2024 Q3	$670K	Buy	+5,473	New	+$685K	0.2%	66

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 $424B AUM 22.94% 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

Madison Wealth Partners's VDE Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Energy ETF (VDE) stake by 0.88% in Q1 2026, buying an estimated $8.32K and bringing the position to 6,324 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #60.

Madison Wealth Partners first reported a position in VDE in Q3 2024 and has held it in 7 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Madison Wealth Partners held 6,324 shares of Vanguard Energy ETF worth $1.09M as of Q1 2026.
Madison Wealth Partners bought 55 Vanguard Energy ETF shares in Q1 2026, an estimated $8.32K.
Vanguard Energy ETF made up 0.17% of Madison Wealth Partners's portfolio in Q1 2026, its #60 holding.
Madison Wealth Partners first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 7 quarters since.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.