COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Energy ETF VDE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$1.65K	Buy	+10	New	+$1.62K	﹤0.01%	1337

Other funds holding VDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VDE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 10 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings.

592 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 10 shares of Vanguard Energy ETF worth $1.65K as of Q2 2026.
Vanguard Energy ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1337 holding.
592 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.