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Root Financial Partners’s Vanguard Energy ETF VDE Stock Holding History

Root Financial Partners’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 		$103K Hold
596
– – ﹤0.01% 550
2025
Q4 		$75K Buy
596
+144
+32% +$18.1K ﹤0.01% 569
2025
Q3 		$56.9K Buy
+452
New +$55.6K ﹤0.01% 628

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

Root Financial Partners's VDE Position: Q1 2026 in Review

Root Financial Partners held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 596 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Root Financial Partners first reported a position in VDE in Q3 2025 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Root Financial Partners held 596 shares of Vanguard Energy ETF worth $103K as of Q1 2026.
  • Root Financial Partners left its Vanguard Energy ETF share count unchanged in Q1 2026.
  • Vanguard Energy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #550 holding.
  • Root Financial Partners first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.