QWM
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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
2025
Q2 		– Sell
-900
Closed -$117K – 1684
2025
Q1 		$117K Buy
+900
New +$114K 0.04% 93

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

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.