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PDS Planning’s Vanguard Energy ETF VDE Stock Holding History

PDS Planning’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 		$878K Buy
5,077
+799
+19% +$121K 0.06% 161
2025
Q4 		$539K Buy
4,278
+3
+0.1% +$377 0.04% 243
2025
Q3 		$538K Sell
4,275
-33
-0.8% -$4.06K 0.04% 229
2025
Q2 		$513K Buy
4,308
+10
+0.2% +$1.16K 0.04% 230
2025
Q1 		$557K Sell
4,298
-27
-0.6% -$3.41K 0.05% 193
2024
Q4 		$525K Buy
4,325
+8
+0.2% +$1.02K 0.05% 178
2024
Q3 		$529K Buy
4,317
+23
+0.5% +$2.88K 0.05% 185
2024
Q2 		$548K Buy
4,294
+164
+4% +$21.4K 0.06% 158
2024
Q1 		$544K Buy
4,130
+2
+0% +$240 0.06% 151
2023
Q4 		$484K Buy
4,128
+6
+0.1% +$719 0.06% 150
2023
Q3 		$522K Buy
4,122
+3
+0.1% +$367 0.07% 123
2023
Q2 		$465K Hold
4,119
– – 0.06% 147
2023
Q1 		$471K Buy
4,119
+3
+0.1% +$356 0.06% 128
2022
Q4 		$499K Buy
4,116
+7
+0.2% +$852 0.08% 97
2022
Q3 		$417K Hold
4,109
– – 0.08% 96
2022
Q2 		$409K Buy
4,109
+3
+0.1% +$336 0.07% 112
2022
Q1 		$440K Buy
4,106
+2
+0% +$193 0.08% 103
2021
Q4 		$319K Buy
4,104
+8
+0.2% +$636 0.06% 131
2021
Q3 		$303K Hold
4,096
– – 0.07% 129
2021
Q2 		$311K Buy
4,096
+5
+0.1% +$362 0.08% 124
2021
Q1 		$278K Hold
4,091
– – 0.08% 117
2020
Q4 		$212K Buy
+4,091
New +$191K 0.07% 142

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

PDS Planning's VDE Position: Q1 2026 in Review

PDS Planning increased its Vanguard Energy ETF (VDE) stake by 19% in Q1 2026, buying an estimated $121K and bringing the position to 5,077 shares worth $878K. The position accounts for 0.06% of the portfolio, ranked #161.

PDS Planning first reported a position in VDE in Q4 2020 and has held it in 22 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • PDS Planning held 5,077 shares of Vanguard Energy ETF worth $878K as of Q1 2026.
  • PDS Planning bought 799 Vanguard Energy ETF shares in Q1 2026, an estimated $121K.
  • Vanguard Energy ETF made up 0.06% of PDS Planning's portfolio in Q1 2026, its #161 holding.
  • PDS Planning first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 22 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.