Windsor Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Windsor Advisory 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	$402K	Sell	2,323 -3,677	-61%	-$556K	0.34%	37
2025 Q4	$756K	Sell	6,000 -82	-1%	-$10.3K	0.67%	26
2025 Q3	$765K	Buy	6,082 +82	+1%	+$10.1K	0.68%	26
2025 Q2	$715K	Hold	6,000	–	–	1.01%	19
2025 Q1	$778K	Hold	6,000	–	–	1.01%	15
2024 Q4	$728K	Buy	+6,000	New	+$764K	0.85%	26

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

Windsor Advisory Group's VDE Position: Q1 2026 in Review

Windsor Advisory Group reduced its Vanguard Energy ETF (VDE) stake by 61% in Q1 2026, selling an estimated $556K and leaving 2,323 shares worth $402K. The position accounts for 0.34% of the portfolio, ranked #37.

Windsor Advisory Group first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $778K in Q1 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Windsor Advisory Group held 2,323 shares of Vanguard Energy ETF worth $402K as of Q1 2026.
Windsor Advisory Group sold 3,677 Vanguard Energy ETF shares in Q1 2026, an estimated $556K.
Vanguard Energy ETF made up 0.34% of Windsor Advisory Group's portfolio in Q1 2026, its #37 holding.
Windsor Advisory Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
Windsor Advisory Group's Vanguard Energy ETF position peaked at $778K in Q1 2025.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.