MG
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Mather Group’s Vanguard Energy ETF VDE Stock Holding History

Mather Group’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 		$117K Buy
+675
New +$102K ﹤0.01% 856
2025
Q4 		– Sell
-262
Closed -$33K – 1607
2025
Q3 		$33K Buy
+262
New +$32.3K ﹤0.01% 1001
2025
Q2 		– Sell
-261
Closed -$33.9K – 1675
2025
Q1 		$33.9K Buy
261
+86
+49% +$10.9K ﹤0.01% 967
2024
Q4 		$21.2K Hold
175
– – ﹤0.01% 1068
2024
Q3 		$21.4K Sell
175
-178
-50% -$22.3K ﹤0.01% 1052
2024
Q2 		$46.5K Buy
353
+48
+16% +$6.25K ﹤0.01% 1018
2024
Q1 		$35.8K Buy
+305
New +$36.6K ﹤0.01% 938
2023
Q4 		– Sell
-2,232
Closed -$283K – 578
2023
Q3 		$283K Buy
+2,232
New +$273K 0.01% 452

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return