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 Q2	$2.36M	Buy	15,746 +8,910	+130%	+$1.44M	0.08%	238
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplicity Wealth's VDE Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Energy ETF (VDE) stake by 130% in Q2 2026, buying an estimated $1.44M and bringing the position to 15,746 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #238.

Simplicity Wealth first reported a position in VDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.92M in Q1 2024. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Simplicity Wealth held 15,746 shares of Vanguard Energy ETF worth $2.36M as of Q2 2026.
Simplicity Wealth bought 8,910 Vanguard Energy ETF shares in Q2 2026, an estimated $1.44M.
Vanguard Energy ETF made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #238 holding.
Simplicity Wealth first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Energy ETF position peaked at $4.92M in Q1 2024.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.