Fischer Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Fischer Financial Services’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	$272K	Sell	1,578 -95	-6%	-$16.2K	0.07%	58
2026 Q2	$251K	Sell	1,673 -165	-9%	-$26.7K	0.06%	60
2026 Q1	$318K	Sell	1,838 -290	-14%	-$43.9K	0.11%	52
2025 Q4	$268K	Sell	2,128 -850	-29%	-$107K	0.07%	59
2025 Q3	$375K	Sell	2,978 -805	-21%	-$99.1K	0.1%	59
2025 Q2	$451K	Sell	3,783 -637	-14%	-$74.1K	0.13%	55
2025 Q1	$573K	Sell	4,420 -65	-1%	-$8.21K	0.18%	52
2024 Q4	$544K	Buy	+4,485	New	+$571K	0.17%	52

Other funds holding VDE

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

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Fischer Financial Services's VDE Position: Q3 2026 in Review

Fischer Financial Services reduced its Vanguard Energy ETF (VDE) stake by 5.7% in Q3 2026, selling an estimated $16.2K and leaving 1,578 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #58.

Fischer Financial Services first reported a position in VDE in Q4 2024 and has held it in 8 quarters since. The position peaked at $573K in Q1 2025. 374 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Fischer Financial Services held 1,578 shares of Vanguard Energy ETF worth $272K as of Q3 2026.
Fischer Financial Services sold 95 Vanguard Energy ETF shares in Q3 2026, an estimated $16.2K.
Vanguard Energy ETF made up 0.07% of Fischer Financial Services's portfolio in Q3 2026, its #58 holding.
Fischer Financial Services first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's Vanguard Energy ETF position peaked at $573K in Q1 2025.
374 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.