Plan Group Financial’s Vanguard Energy ETF VDE Stock Holding History

Plan Group Financial’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	$366K	Hold	2,115	–	–	0.09%	146
2025 Q4	$266K	Buy	2,115 +66	+3%	+$8.29K	0.07%	162
2025 Q3	$258K	Sell	2,049 -1,000	-33%	-$123K	0.07%	153
2025 Q2	$363K	Hold	3,049	–	–	0.12%	121
2025 Q1	$395K	Buy	3,049 +1,000	+49%	+$126K	0.14%	109
2024 Q4	$249K	Hold	2,049	–	–	0.13%	97
2024 Q3	$251K	Hold	2,049	–	–	0.13%	98
2024 Q2	$261K	Hold	2,049	–	–	0.16%	78
2024 Q1	$270K	Hold	2,049	–	–	0.18%	76
2023 Q4	$240K	Hold	2,049	–	–	0.21%	61
2023 Q3	$260K	Hold	2,049	–	–	0.19%	58
2023 Q2	$250K	Buy	+2,049	New	+$231K	0.21%	57
2022 Q2	$203K	Buy	+2,049	New	+$229K	0.35%	51

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

Plan Group Financial's VDE Position: Q1 2026 in Review

Plan Group Financial held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 2,115 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #146.

Plan Group Financial first reported a position in VDE in Q2 2022 and has held it in 13 quarters since. The position peaked at $395K in Q1 2025. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Plan Group Financial held 2,115 shares of Vanguard Energy ETF worth $366K as of Q1 2026.
Plan Group Financial left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.09% of Plan Group Financial's portfolio in Q1 2026, its #146 holding.
Plan Group Financial first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's Vanguard Energy ETF position peaked at $395K in Q1 2025.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.