Quaker Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Quaker Wealth Management’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	$61.8K	Sell	357 -560	-61%	-$84.7K	0.02%	145
2025 Q4	$115K	Buy	917 +8	+0.9%	+$1K	0.04%	104
2025 Q3	$114K	Buy	909 +3	+0.3%	+$369	0.04%	98
2025 Q2	$108K	Buy	+906	New	+$105K	0.04%	104
2024 Q1	$5.28M	Sell	40,073 -12,944	-24%	-$1.55M	2.14%	15
2023 Q4	$6.22M	Buy	53,017 +691	+1%	+$82.8K	2.8%	13
2023 Q3	$6.63M	Buy	52,326 +19,654	+60%	+$2.41M	3.23%	11
2023 Q2	$3.69M	Buy	32,672 +744	+2%	+$83.8K	1.67%	20
2023 Q1	$3.65M	Buy	31,928 +4,215	+15%	+$500K	1.7%	19
2022 Q4	$3.36M	Buy	27,713 +131	+0.5%	+$15.9K	1.71%	16
2022 Q3	$2.8M	Buy	27,582 +1,209	+5%	+$129K	1.47%	17
2022 Q2	$2.62M	Sell	26,373 -494	-2%	-$55.3K	1.32%	15
2022 Q1	$2.88M	Sell	26,867 -12,300	-31%	-$1.18M	1.25%	17
2021 Q4	$3.04M	Buy	39,167 +3,923	+11%	+$312K	1.29%	17
2021 Q3	$2.6M	Buy	+35,244	New	+$2.46M	2.99%	9
2021 Q1	$1.56M	Buy	+22,986	New	+$1.47M	0.72%	20

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

Quaker Wealth Management's VDE Position: Q1 2026 in Review

Quaker Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 61% in Q1 2026, selling an estimated $84.7K and leaving 357 shares worth $61.8K. The position accounts for 0.02% of the portfolio, ranked #145.

Quaker Wealth Management first reported a position in VDE in Q1 2021 and has held it in 16 quarters since. The position peaked at $6.63M in Q3 2023. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Quaker Wealth Management held 357 shares of Vanguard Energy ETF worth $61.8K as of Q1 2026.
Quaker Wealth Management sold 560 Vanguard Energy ETF shares in Q1 2026, an estimated $84.7K.
Vanguard Energy ETF made up 0.02% of Quaker Wealth Management's portfolio in Q1 2026, its #145 holding.
Quaker Wealth Management first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 16 quarters since.
Quaker Wealth Management's Vanguard Energy ETF position peaked at $6.63M in Q3 2023.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.