MilWealth Group’s Vanguard Energy ETF VDE Stock Holding History

MilWealth 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	$32.1K	Hold	185	–	–	0.01%	50
2025 Q4	$23.3K	Hold	185	–	–	0.01%	54
2025 Q3	$23.3K	Hold	185	–	–	0.01%	50
2025 Q2	$22.1K	Hold	185	–	–	0.01%	50
2025 Q1	$24K	Hold	185	–	–	0.01%	50
2024 Q4	$22.5K	Hold	185	–	–	0.01%	67
2024 Q3	$22.7K	Buy	185 +1	+0.5%	+$125	0.01%	51
2024 Q2	$23.5K	Buy	+184	New	+$24K	0.01%	48

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

MilWealth Group's VDE Position: Q1 2026 in Review

MilWealth Group held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 185 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #50.

MilWealth Group first reported a position in VDE in Q2 2024 and has held it in 8 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

MilWealth Group held 185 shares of Vanguard Energy ETF worth $32.1K as of Q1 2026.
MilWealth Group left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of MilWealth Group's portfolio in Q1 2026, its #50 holding.
MilWealth Group first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 8 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.