PKS Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

PKS Advisory Services’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	$414K	Buy	2,519 +81	+3%	+$12.3K	0.1%	176
2025 Q4	$307K	Buy	2,438 +98	+4%	+$12.3K	0.07%	195
2025 Q3	$295K	Buy	2,340 +220	+10%	+$27.1K	0.06%	195
2025 Q2	$253K	Buy	2,120 +376	+22%	+$43.8K	0.06%	226
2025 Q1	$226K	Buy	+1,744	New	+$220K	0.06%	216

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

PKS Advisory Services's VDE Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Energy ETF (VDE) stake by 3.3% in Q1 2026, buying an estimated $12.3K and bringing the position to 2,519 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #176.

PKS Advisory Services first reported a position in VDE in Q1 2025 and has held it in 5 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

PKS Advisory Services held 2,519 shares of Vanguard Energy ETF worth $414K as of Q1 2026.
PKS Advisory Services bought 81 Vanguard Energy ETF shares in Q1 2026, an estimated $12.3K.
Vanguard Energy ETF made up 0.1% of PKS Advisory Services's portfolio in Q1 2026, its #176 holding.
PKS Advisory Services first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 5 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.