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Frisco Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Frisco Financial Planning’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 		$25.8K Hold
150
– – 0.02% 26
2026
Q2 		$22.5K Hold
150
– – 0.02% 27
2026
Q1 		$26K Buy
+150
New +$22.7K 0.02% 26

Other funds holding VDE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Frisco Financial Planning's VDE Position: Q3 2026 in Review

Frisco Financial Planning held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 150 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #26.

Frisco Financial Planning first reported a position in VDE in Q1 2026 and has held it in 3 quarters since. The position peaked at $26K in Q1 2026. 12 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Frisco Financial Planning held 150 shares of Vanguard Energy ETF worth $25.8K as of Q3 2026.
  • Frisco Financial Planning left its Vanguard Energy ETF share count unchanged in Q3 2026.
  • Vanguard Energy ETF made up 0.02% of Frisco Financial Planning's portfolio in Q3 2026, its #26 holding.
  • Frisco Financial Planning first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Frisco Financial Planning's Vanguard Energy ETF position peaked at $26K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.