Paladin Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-52	Closed	-$6.31K	–	490
2022 Q4	$6.31K	Sell	52 -25	-32%	-$3.04K	0.01%	232
2022 Q3	$7K	Hold	77	–	–	0.01%	232
2022 Q2	$7K	Buy	+77	New	+$8.62K	0.01%	234
2022 Q1	–	Sell	-77	Closed	-$5K	–	510
2021 Q4	$5K	Buy	+77	New	+$6.13K	﹤0.01%	251

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

Paladin Advisory Group's VDE Position: Q1 2026 in Review

Paladin Advisory Group held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 52 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #207.

Paladin Advisory Group first reported a position in VDE in Q1 2022 and has held it in 14 quarters since. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Paladin Advisory Group held 52 shares of Vanguard Energy ETF worth $9K as of Q1 2026.
Paladin Advisory Group left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #207 holding.
Paladin Advisory Group first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 14 quarters since.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.