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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
Q2 		$761K Sell
5,067
-10
-0.2% -$1.62K 0.04% 210
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PDS Planning's VDE Position: Q2 2026 in Review

PDS Planning reduced its Vanguard Energy ETF (VDE) stake by 0.2% in Q2 2026, selling an estimated $1.62K and leaving 5,067 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #210.

PDS Planning first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $878K in Q1 2026. 761 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • PDS Planning held 5,067 shares of Vanguard Energy ETF worth $761K as of Q2 2026.
  • PDS Planning sold 10 Vanguard Energy ETF shares in Q2 2026, an estimated $1.62K.
  • Vanguard Energy ETF made up 0.04% of PDS Planning's portfolio in Q2 2026, its #210 holding.
  • PDS Planning first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • PDS Planning's Vanguard Energy ETF position peaked at $878K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.