Waypoint Wealth Counsel’s Vanguard Energy ETF VDE Stock Holding History

Waypoint Wealth Counsel’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	$271K	Buy	+1,566	New	+$237K	0.14%	163

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

Waypoint Wealth Counsel's VDE Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 1,566 shares worth $271K. The stake represents 0.14% of the portfolio and ranks #163 among its holdings.

772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Waypoint Wealth Counsel held 1,566 shares of Vanguard Energy ETF worth $271K as of Q1 2026.
Vanguard Energy ETF was a new Waypoint Wealth Counsel position in Q1 2026.
Vanguard Energy ETF made up 0.14% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #163 holding.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.