Clune & Associates’s Vanguard Energy ETF VDE Stock Holding History

Clune & Associates’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	$1.66M	Buy	9,636 +2,352	+32%	+$402K	0.25%	62
2026 Q2	$1.09M	Sell	7,284 -1,399	-16%	-$227K	0.17%	79
2026 Q1	$1.5M	Sell	8,683 -2,357	-21%	-$357K	0.28%	72
2025 Q4	$1.39M	Buy	11,040 +889	+9%	+$112K	0.3%	75
2025 Q3	$1.28M	Buy	10,151 +231	+2%	+$28.4K	0.32%	71
2025 Q2	$1.18M	Buy	9,920 +221	+2%	+$25.7K	0.32%	70
2025 Q1	$1.26M	Buy	9,699 +106	+1%	+$13.4K	0.39%	65
2024 Q4	$1.16M	Buy	+9,593	New	+$1.22M	0.39%	65

Other funds holding VDE

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

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

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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 Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Clune & Associates's VDE Position: Q3 2026 in Review

Clune & Associates increased its Vanguard Energy ETF (VDE) stake by 32% in Q3 2026, buying an estimated $402K and bringing the position to 9,636 shares worth $1.66M. The position accounts for 0.25% of the portfolio, ranked #62.

Clune & Associates first reported a position in VDE in Q4 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Clune & Associates held 9,636 shares of Vanguard Energy ETF worth $1.66M as of Q3 2026.
Clune & Associates bought 2,352 Vanguard Energy ETF shares in Q3 2026, an estimated $402K.
Vanguard Energy ETF made up 0.25% of Clune & Associates's portfolio in Q3 2026, its #62 holding.
Clune & Associates first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.