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Sequent Planning’s Vanguard Energy ETF VDE Stock Holding History

Sequent Planning’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 		$422K Hold
2,436
– – 0.1% 143
2025
Q4 		$307K Buy
2,436
+1
+0% +$126 0.08% 172
2025
Q3 		$306K Buy
2,435
+2
+0.1% +$246 0.09% 163
2025
Q2 		$290K Buy
2,433
+95
+4% +$11.1K 0.09% 125
2025
Q1 		$303K Buy
2,338
+264
+13% +$33.3K 0.11% 114
2024
Q4 		$252K Buy
2,074
+293
+16% +$37.3K 0.09% 122
2024
Q3 		$218K Buy
1,781
+56
+3% +$7K 0.08% 137
2024
Q2 		$220K Sell
1,725
-41
-2% -$5.34K 0.08% 128
2024
Q1 		$233K Buy
+1,766
New +$212K 0.08% 126

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

Sequent Planning's VDE Position: Q1 2026 in Review

Sequent Planning held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 2,436 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #143.

Sequent Planning first reported a position in VDE in Q1 2024 and has held it in 9 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Sequent Planning held 2,436 shares of Vanguard Energy ETF worth $422K as of Q1 2026.
  • Sequent Planning left its Vanguard Energy ETF share count unchanged in Q1 2026.
  • Vanguard Energy ETF made up 0.1% of Sequent Planning's portfolio in Q1 2026, its #143 holding.
  • Sequent Planning first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 9 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.