Yoder Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Yoder Wealth Management’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	$473K	Hold	2,733	–	–	0.22%	68
2025 Q4	$344K	Sell	2,733 -16	-0.6%	-$2.01K	0.16%	83
2025 Q3	$346K	Hold	2,749	–	–	0.16%	78
2025 Q2	$327K	Sell	2,749 -5	-0.2%	-$582	0.17%	80
2025 Q1	$357K	Hold	2,754	–	–	0.2%	72
2024 Q4	$334K	Hold	2,754	–	–	0.18%	77
2024 Q3	$337K	Hold	2,754	–	–	0.2%	72
2024 Q2	$351K	Buy	2,754 +95	+4%	+$12.4K	0.23%	67
2024 Q1	$350K	Hold	2,659	–	–	0.23%	68
2023 Q4	$312K	Hold	2,659	–	–	0.22%	67
2023 Q3	$337K	Hold	2,659	–	–	0.28%	57
2023 Q2	$300K	Sell	2,659 -37	-1%	-$4.17K	0.24%	60
2023 Q1	$308K	Buy	+2,696	New	+$320K	0.26%	57

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

Yoder Wealth Management's VDE Position: Q1 2026 in Review

Yoder Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 2,733 shares worth $473K. The position accounts for 0.22% of the portfolio, ranked #68.

Yoder Wealth Management first reported a position in VDE in Q1 2023 and has held it in 13 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Yoder Wealth Management held 2,733 shares of Vanguard Energy ETF worth $473K as of Q1 2026.
Yoder Wealth Management left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.22% of Yoder Wealth Management's portfolio in Q1 2026, its #68 holding.
Yoder Wealth Management first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 13 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.