AlphaCore Capital’s Vanguard Energy ETF VDE Stock Holding History

AlphaCore Capital’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 Q3	$3.49M	Sell	20,287 -1,646	-8%	-$281K	0.06%	255
2026 Q2	$3.29M	Sell	21,933 -813	-4%	-$132K	0.06%	238
2026 Q1	$3.94M	Sell	22,746 -2,898	-11%	-$438K	0.09%	184
2025 Q4	$3.23M	Sell	25,644 -582	-2%	-$73.1K	0.07%	208
2025 Q3	$3.3M	Sell	26,226 -210	-0.8%	-$25.9K	0.11%	143
2025 Q2	$3.15M	Buy	26,436 +25,428	+2,523%	+$2.96M	0.12%	134
2025 Q1	$131K	Buy	+1,008	New	+$127K	0.01%	494

Other funds holding VDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AlphaCore Capital's VDE Position: Q3 2026 in Review

AlphaCore Capital reduced its Vanguard Energy ETF (VDE) stake by 7.5% in Q3 2026, selling an estimated $281K and leaving 20,287 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #255.

AlphaCore Capital first reported a position in VDE in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.94M in Q1 2026. 519 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

AlphaCore Capital held 20,287 shares of Vanguard Energy ETF worth $3.49M as of Q3 2026.
AlphaCore Capital sold 1,646 Vanguard Energy ETF shares in Q3 2026, an estimated $281K.
Vanguard Energy ETF made up 0.06% of AlphaCore Capital's portfolio in Q3 2026, its #255 holding.
AlphaCore Capital first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's Vanguard Energy ETF position peaked at $3.94M in Q1 2026.
519 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.