Bluesphere Advisors
VDE icon

Bluesphere Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bluesphere Advisors’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 		$405K Hold
2,354
– – 0.12% 76
2026
Q2 		$353K Hold
2,354
– – 0.11% 82
2026
Q1 		$407K Buy
+2,354
New +$356K 0.14% 71

Other funds holding VDE

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Grove Bank & Trust
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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Bluesphere Advisors's VDE Position: Q3 2026 in Review

Bluesphere Advisors held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 2,354 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #76.

Bluesphere Advisors first reported a position in VDE in Q1 2026 and has held it in 3 quarters since. The position peaked at $407K in Q1 2026. 255 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Bluesphere Advisors held 2,354 shares of Vanguard Energy ETF worth $405K as of Q3 2026.
  • Bluesphere Advisors left its Vanguard Energy ETF share count unchanged in Q3 2026.
  • Vanguard Energy ETF made up 0.12% of Bluesphere Advisors's portfolio in Q3 2026, its #76 holding.
  • Bluesphere Advisors first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Bluesphere Advisors's Vanguard Energy ETF position peaked at $407K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.