Sharp Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Sharp Financial Services’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	–	Sell	-1,800	Closed	-$227K	–	128
2025 Q4	$227K	Buy	+1,800	New	+$226K	0.11%	106
2025 Q2	–	Sell	-1,600	Closed	-$208K	–	100
2025 Q1	$208K	Buy	+1,600	New	+$202K	0.16%	84
2024 Q1	–	Sell	-2,240	Closed	-$263K	–	91
2023 Q4	$263K	Buy	+2,240	New	+$269K	0.29%	65

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

Sharp Financial Services's VDE Position: Q1 2026 in Review

Sharp Financial Services sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 1,800 shares — an estimated $227K sold.

Sharp Financial Services first reported a position in VDE in Q4 2023 and held it in 3 quarters. The position peaked at $263K in Q4 2023. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Sharp Financial Services reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
Sharp Financial Services sold 1,800 Vanguard Energy ETF shares in Q1 2026, an estimated $227K.
Sharp Financial Services first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 3 quarters.
Sharp Financial Services's Vanguard Energy ETF position peaked at $263K in Q4 2023.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.