Rockbridge Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Rockbridge Investment 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	$424K	Buy	2,449 +24	+1%	+$3.63K	0.04%	102
2025 Q4	$305K	Sell	2,425 -187	-7%	-$23.5K	0.03%	114
2025 Q3	$329K	Buy	2,612 +35	+1%	+$4.31K	0.03%	108
2025 Q2	$307K	Buy	+2,577	New	+$300K	0.03%	110
2024 Q1	–	Sell	-107	Closed	-$12.5K	–	603
2023 Q4	$12.5K	Buy	+107	New	+$12.8K	﹤0.01%	377
2022 Q3	–	Sell	-219	Closed	-$21.8K	–	569
2022 Q2	$21.8K	Sell	219 -54	-20%	-$6.04K	﹤0.01%	297
2022 Q1	$29.6K	Buy	273 +46	+20%	+$4.43K	﹤0.01%	369
2021 Q4	$18K	Hold	227	–	–	﹤0.01%	496
2021 Q3	$17K	Hold	227	–	–	﹤0.01%	467
2021 Q2	$17K	Hold	227	–	–	﹤0.01%	460
2021 Q1	$15K	Sell	227 -80	-26%	-$5.12K	﹤0.01%	457
2020 Q4	$16K	Hold	307	–	–	﹤0.01%	448
2020 Q3	$12K	Hold	307	–	–	﹤0.01%	453
2020 Q2	$15K	Buy	+307	New	+$15.1K	﹤0.01%	382

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

Rockbridge Investment Management's VDE Position: Q1 2026 in Review

Rockbridge Investment Management increased its Vanguard Energy ETF (VDE) stake by 0.99% in Q1 2026, buying an estimated $3.63K and bringing the position to 2,449 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #102.

Rockbridge Investment Management first reported a position in VDE in Q2 2020 and has held it in 14 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Rockbridge Investment Management held 2,449 shares of Vanguard Energy ETF worth $424K as of Q1 2026.
Rockbridge Investment Management bought 24 Vanguard Energy ETF shares in Q1 2026, an estimated $3.63K.
Vanguard Energy ETF made up 0.04% of Rockbridge Investment Management's portfolio in Q1 2026, its #102 holding.
Rockbridge Investment Management first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 14 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.