Echo45 Advisors’s Vanguard Energy ETF VDE Stock Holding History

Echo45 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	$468K	Buy	+2,717	New	+$464K	0.21%	59

Other funds holding VDE

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Echo45 Advisors's VDE Position: Q3 2026 in Review

Echo45 Advisors opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 2,717 shares worth $468K. The stake represents 0.21% of the portfolio and ranks #59 among its holdings.

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

Echo45 Advisors held 2,717 shares of Vanguard Energy ETF worth $468K as of Q3 2026.
Vanguard Energy ETF was a new Echo45 Advisors position in Q3 2026.
Vanguard Energy ETF made up 0.21% of Echo45 Advisors's portfolio in Q3 2026, its #59 holding.
131 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.