Welch Group’s Vanguard Energy ETF VDE Stock Holding History

Welch Group’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	$370K	Hold	2,141	–	–	0.01%	217
2025 Q4	$270K	Sell	2,141 -26	-1%	-$3.27K	0.01%	252
2025 Q3	$273K	Hold	2,167	–	–	0.01%	243
2025 Q2	$258K	Hold	2,167	–	–	0.01%	224
2025 Q1	$278K	Hold	2,167	–	–	0.01%	210
2024 Q4	$259K	Hold	2,167	–	–	0.01%	220
2024 Q3	$265K	Hold	2,167	–	–	0.01%	219
2024 Q2	$276K	Hold	2,167	–	–	0.01%	202
2024 Q1	$285K	Hold	2,167	–	–	0.01%	182
2023 Q4	$254K	Hold	2,167	–	–	0.01%	194
2023 Q3	$275K	Buy	2,167 +26	+1%	+$3.18K	0.02%	164
2023 Q2	$242K	Sell	2,141 -12	-0.6%	-$1.35K	0.01%	181
2023 Q1	$246K	Sell	2,153 -94	-4%	-$11.1K	0.01%	178
2022 Q4	$273K	Buy	+2,247	New	+$274K	0.02%	176
2021 Q1	–	Sell	-148,666	Closed	-$7.71M	–	192
2020 Q4	$7.71M	Buy	148,666 +117,158	+372%	+$5.48M	0.62%	34
2020 Q3	$1.27M	Buy	+31,508	New	+$1.5M	0.11%	56

Other funds holding VDE

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return