Balance Wealth’s Vanguard Energy ETF VDE Stock Holding History

Balance Wealth’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	$1.03K	Buy	+6	New	+$1.02K	﹤0.01%	829

Other funds holding VDE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Balance Wealth's VDE Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 6 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

689 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Balance Wealth held 6 shares of Vanguard Energy ETF worth $1.03K as of Q3 2026.
Vanguard Energy ETF was a new Balance Wealth position in Q3 2026.
Vanguard Energy ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #829 holding.
689 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.