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Beacon Investment Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Beacon Investment Advisory Services’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 		$64K Hold
372
– – ﹤0.01% 388
2026
Q2 		$55.8K Hold
372
– – ﹤0.01% 421
2026
Q1 		$64.4K Buy
+372
New +$56.3K ﹤0.01% 396

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Beacon Investment Advisory Services's VDE Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 372 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Beacon Investment Advisory Services first reported a position in VDE in Q1 2026 and has held it in 3 quarters since. The position peaked at $64.4K in Q1 2026. 69 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Beacon Investment Advisory Services held 372 shares of Vanguard Energy ETF worth $64K as of Q3 2026.
  • Beacon Investment Advisory Services left its Vanguard Energy ETF share count unchanged in Q3 2026.
  • Vanguard Energy ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #388 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Vanguard Energy ETF position peaked at $64.4K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.