Parr McKnight Wealth Management Group’s Vanguard Energy ETF VDE Stock Holding History

Parr McKnight Wealth Management 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	$418K	Sell	2,416 -12	-0.5%	-$1.81K	0.05%	180
2025 Q4	$306K	Buy	2,428 +1	+0%	+$126	0.04%	210
2025 Q3	$305K	Buy	2,427 +1	+0%	+$123	0.04%	206
2025 Q2	$289K	Buy	2,426 +134	+6%	+$15.6K	0.04%	204
2025 Q1	$297K	Sell	2,292 -35	-2%	-$4.42K	0.04%	201
2024 Q4	$282K	Buy	+2,327	New	+$296K	0.04%	208

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

Parr McKnight Wealth Management Group's VDE Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Vanguard Energy ETF (VDE) stake by 0.49% in Q1 2026, selling an estimated $1.81K and leaving 2,416 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #180.

Parr McKnight Wealth Management Group first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Parr McKnight Wealth Management Group held 2,416 shares of Vanguard Energy ETF worth $418K as of Q1 2026.
Parr McKnight Wealth Management Group sold 12 Vanguard Energy ETF shares in Q1 2026, an estimated $1.81K.
Vanguard Energy ETF made up 0.05% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #180 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.