Diversified Enterprises’s Vanguard Energy ETF VDE Stock Holding History

Diversified Enterprises’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	$200K	Buy	+1,162	New	+$199K	0.01%	435

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

Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 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

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Diversified Enterprises's VDE Position: Q3 2026 in Review

Diversified Enterprises opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 1,162 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings.

322 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Diversified Enterprises held 1,162 shares of Vanguard Energy ETF worth $200K as of Q3 2026.
Vanguard Energy ETF was a new Diversified Enterprises position in Q3 2026.
Vanguard Energy ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #435 holding.
322 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.