Simplicity Wealth’s Vanguard Energy ETF VDE Stock Holding History

Simplicity Wealth’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	$1.18M	Sell	6,836 -743	-10%	-$112K	0.07%	263
2025 Q4	$954K	Sell	7,579 -252	-3%	-$31.7K	0.06%	289
2025 Q3	$986K	Buy	7,831 +5,831	+292%	+$718K	0.06%	294
2025 Q2	$238K	Sell	2,000 -7,581	-79%	-$882K	0.01%	549
2025 Q1	$1.24M	Buy	9,581 +7,581	+379%	+$957K	0.1%	214
2024 Q4	$243K	Hold	2,000	–	–	0.05%	271
2024 Q3	$245K	Sell	2,000 -32,850	-94%	-$4.11M	0.02%	428
2024 Q2	$4.45M	Sell	34,850 -2,539	-7%	-$331K	0.1%	198
2024 Q1	$4.92M	Buy	+37,389	New	+$4.48M	0.12%	178

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

Simplicity Wealth's VDE Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Energy ETF (VDE) stake by 9.8% in Q1 2026, selling an estimated $112K and leaving 6,836 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #263.

Simplicity Wealth first reported a position in VDE in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.92M in Q1 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Simplicity Wealth held 6,836 shares of Vanguard Energy ETF worth $1.18M as of Q1 2026.
Simplicity Wealth sold 743 Vanguard Energy ETF shares in Q1 2026, an estimated $112K.
Vanguard Energy ETF made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #263 holding.
Simplicity Wealth first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard Energy ETF position peaked at $4.92M in Q1 2024.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.