Colton Groome Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Colton Groome Financial 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	$397K	Hold	2,305	–	–	0.09%	108
2026 Q2	$346K	Sell	2,305 -130	-5%	-$21.1K	0.08%	119
2026 Q1	$421K	Hold	2,435	–	–	0.12%	92
2025 Q4	$307K	Sell	2,435 -115	-5%	-$14.4K	0.09%	108
2025 Q3	$321K	Sell	2,550 -80	-3%	-$9.85K	0.1%	105
2025 Q2	$313K	Hold	2,630	–	–	0.11%	104
2025 Q1	$294K	Buy	+2,630	New	+$332K	0.11%	96

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

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

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

GWMT

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

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UFA

Uptown Financial Advisors Dallas, Texas $140M AUM 12.95% 1-Year Est. Return

Colton Groome Financial Advisors's VDE Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 2,305 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #108.

Colton Groome Financial Advisors first reported a position in VDE in Q1 2025 and has held it in 7 quarters since. The position peaked at $421K in Q1 2026. 111 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Colton Groome Financial Advisors held 2,305 shares of Vanguard Energy ETF worth $397K as of Q3 2026.
Colton Groome Financial Advisors left its Vanguard Energy ETF share count unchanged in Q3 2026.
Vanguard Energy ETF made up 0.09% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #108 holding.
Colton Groome Financial Advisors first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 7 quarters since.
Colton Groome Financial Advisors's Vanguard Energy ETF position peaked at $421K in Q1 2026.
111 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.