Oxford Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Oxford Financial 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	$294K	Hold	1,700	–	–	0.02%	215
2025 Q4	$214K	Buy	1,700 +1,600	+1,600%	+$201K	0.01%	224
2025 Q3	$12.6K	Hold	100	–	–	﹤0.01%	265
2025 Q2	$11.9K	Hold	100	–	–	﹤0.01%	251
2025 Q1	$13K	Hold	100	–	–	﹤0.01%	252
2024 Q4	$12.1K	Hold	100	–	–	﹤0.01%	285
2024 Q3	$12.2K	Hold	100	–	–	﹤0.01%	278
2024 Q2	$12.8K	Hold	100	–	–	﹤0.01%	302
2024 Q1	$13.2K	Hold	100	–	–	﹤0.01%	264
2023 Q4	$11.7K	Hold	100	–	–	﹤0.01%	285
2023 Q3	$12.7K	Sell	100 -468	-82%	-$57.3K	﹤0.01%	255
2023 Q2	$64.1K	Buy	+568	New	+$64K	0.01%	253

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

Oxford Financial Group's VDE Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 1,700 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #215.

Oxford Financial Group first reported a position in VDE in Q2 2023 and has held it in 12 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Oxford Financial Group held 1,700 shares of Vanguard Energy ETF worth $294K as of Q1 2026.
Oxford Financial Group left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #215 holding.
Oxford Financial Group first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 12 quarters since.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.