Retirement Planning Group (Kansas)’s Vanguard Energy ETF VDE Stock Holding History

Retirement Planning Group (Kansas)’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	$510K	Sell	2,945 -60	-2%	-$9.08K	0.02%	296
2025 Q4	$378K	Buy	3,005 +151	+5%	+$19K	0.01%	306
2025 Q3	$359K	Buy	2,854 +384	+16%	+$47.3K	0.01%	307
2025 Q2	$294K	Buy	2,470 +102	+4%	+$11.9K	0.01%	264
2025 Q1	$307K	Buy	+2,368	New	+$299K	0.01%	251
2024 Q2	–	Sell	-1,960	Closed	-$258K	–	242
2024 Q1	$258K	Buy	1,960 +244	+14%	+$29.3K	0.02%	192
2023 Q4	$201K	Buy	+1,716	New	+$206K	0.02%	182

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

Retirement Planning Group (Kansas)'s VDE Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Energy ETF (VDE) stake by 2% in Q1 2026, selling an estimated $9.08K and leaving 2,945 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #296.

Retirement Planning Group (Kansas) first reported a position in VDE in Q4 2023 and has held it in 7 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Retirement Planning Group (Kansas) held 2,945 shares of Vanguard Energy ETF worth $510K as of Q1 2026.
Retirement Planning Group (Kansas) sold 60 Vanguard Energy ETF shares in Q1 2026, an estimated $9.08K.
Vanguard Energy ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #296 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 7 quarters since.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.