SHF
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Safe Harbor Fiduciary’s Vanguard Energy ETF VDE Stock Holding History

Safe Harbor Fiduciary’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 		$610K Sell
3,524
-147
-4% -$22.2K 0.58% 37
2025
Q4 		$462K Buy
+3,671
New +$461K 0.41% 43

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

Safe Harbor Fiduciary's VDE Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its Vanguard Energy ETF (VDE) stake by 4% in Q1 2026, selling an estimated $22.2K and leaving 3,524 shares worth $610K. The position accounts for 0.58% of the portfolio, ranked #37.

Safe Harbor Fiduciary first reported a position in VDE in Q4 2025 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Safe Harbor Fiduciary held 3,524 shares of Vanguard Energy ETF worth $610K as of Q1 2026.
  • Safe Harbor Fiduciary sold 147 Vanguard Energy ETF shares in Q1 2026, an estimated $22.2K.
  • Vanguard Energy ETF made up 0.58% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #37 holding.
  • Safe Harbor Fiduciary first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.