NRI
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NFP Retirement Inc’s Vanguard Energy ETF VDE Stock Holding History

NFP Retirement Inc’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 		$597K Sell
3,449
-35
-1% -$5.29K 0.04% 180
2025
Q4 		$439K Buy
3,484
+23
+0.7% +$2.89K 0.03% 211
2025
Q3 		$436K Sell
3,461
-908
-21% -$112K 0.03% 213
2025
Q2 		$520K Sell
4,369
-238
-5% -$27.7K 0.03% 199
2025
Q1 		$598K Buy
4,607
+91
+2% +$11.5K 0.05% 161
2024
Q4 		$548K Sell
4,516
-279
-6% -$35.5K 0.04% 174
2024
Q3 		$588K Buy
4,795
+16
+0.3% +$2K 0.05% 173
2024
Q2 		$610K Buy
4,779
+591
+14% +$76.9K 0.05% 168
2024
Q1 		$552K Buy
4,188
+921
+28% +$110K 0.05% 171
2023
Q4 		$383K Sell
3,267
-105
-3% -$12.6K 0.06% 168
2023
Q3 		$427K Buy
3,372
+64
+2% +$7.84K 0.08% 155
2023
Q2 		$373K Buy
3,308
+30
+0.9% +$3.38K 0.07% 166
2023
Q1 		$374K Sell
3,278
-146
-4% -$17.3K 0.07% 178
2022
Q4 		$416K Sell
3,424
-106
-3% -$12.9K 0.09% 159
2022
Q3 		$359K Sell
3,530
-295
-8% -$31.4K 0.09% 160
2022
Q2 		$380K Sell
3,825
-51
-1% -$5.71K 0.1% 158
2022
Q1 		$415K Buy
3,876
+1,171
+43% +$113K 0.1% 146
2021
Q4 		$210K Sell
2,705
-784
-22% -$62.4K 0.08% 133
2021
Q3 		$258K Sell
3,489
-2,071
-37% -$144K 0.11% 115
2021
Q2 		$422K Buy
+5,560
New +$403K 0.16% 91
2020
Q1 		– Sell
-3,369
Closed -$273K – 92
2019
Q4 		$273K Buy
+3,369
New +$262K 0.25% 70

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

NFP Retirement Inc's VDE Position: Q1 2026 in Review

NFP Retirement Inc reduced its Vanguard Energy ETF (VDE) stake by 1% in Q1 2026, selling an estimated $5.29K and leaving 3,449 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #180.

NFP Retirement Inc first reported a position in VDE in Q4 2019 and has held it in 21 quarters since. The position peaked at $610K in Q2 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • NFP Retirement Inc held 3,449 shares of Vanguard Energy ETF worth $597K as of Q1 2026.
  • NFP Retirement Inc sold 35 Vanguard Energy ETF shares in Q1 2026, an estimated $5.29K.
  • Vanguard Energy ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #180 holding.
  • NFP Retirement Inc first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 21 quarters since.
  • NFP Retirement Inc's Vanguard Energy ETF position peaked at $610K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.