GSIS
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Global Strategic Investment Solutions’s Vanguard Energy ETF VDE Stock Holding History

Global Strategic Investment Solutions’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 		$1.05M Hold
6,093
– – 0.09% 79
2026
Q2 		$915K Hold
6,093
– – 0.08% 81
2026
Q1 		$1.05M Sell
6,093
-6,653
-52% -$1.01M 0.1% 73
2025
Q4 		$1.6M Hold
12,746
– – 0.16% 60
2025
Q3 		$1.6M Hold
12,746
– – 0.16% 61
2025
Q2 		$1.52M Sell
12,746
-305
-2% -$35.5K 0.16% 62
2025
Q1 		$1.69M Buy
13,051
+51
+0.4% +$6.44K 0.2% 55
2024
Q4 		$1.58M Buy
13,000
+113
+0.9% +$14.4K 0.18% 60
2024
Q3 		$1.58M Sell
12,887
-72
-0.6% -$9.01K 0.18% 57
2024
Q2 		$1.65M Hold
12,959
– – 0.2% 57
2024
Q1 		$1.71M Buy
12,959
+50
+0.4% +$5.99K 0.2% 55
2023
Q4 		$1.51M Buy
12,909
+108
+0.8% +$12.9K 0.19% 58
2023
Q3 		$1.62M Buy
12,801
+59
+0.5% +$7.22K 0.21% 59
2023
Q2 		$1.44M Hold
12,742
– – 0.18% 59
2023
Q1 		$1.46M Hold
12,742
– – 0.21% 54
2022
Q4 		$1.55M Hold
12,742
– – 0.1% 53
2022
Q3 		$1.29M Hold
12,742
– – 0.06% 59
2022
Q2 		$1.27M Hold
12,742
– – 0.09% 57
2022
Q1 		$1.36M Hold
12,742
– – 0.09% 54
2021
Q4 		$989K Hold
12,742
– – 0.16% 53
2021
Q3 		$942K Sell
12,742
-446
-3% -$31.1K 0.16% 53
2021
Q2 		$1M Sell
13,188
-1,899
-13% -$138K 0.17% 53
2021
Q1 		$1.03M Sell
15,087
-2,086
-12% -$133K 0.19% 52
2020
Q4 		$891K Sell
17,173
-12,817
-43% -$599K 0.2% 47
2020
Q3 		$1.21M Sell
29,990
-956
-3% -$45.5K 0.31% 42
2020
Q2 		$1.56M Sell
30,946
-471
-1% -$23.2K 0.43% 35
2020
Q1 		$1.2M Buy
31,417
+20,955
+200% +$1.33M 0.45% 31
2019
Q4 		$853K Buy
10,462
+32
+0.3% +$2.49K 0.31% 27
2019
Q3 		$814K Buy
10,430
+2,185
+27% +$175K 0.32% 26
2019
Q2 		$701K Sell
8,245
-339
-4% -$29.2K 0.35% 26
2019
Q1 		$767K Buy
8,584
+4,043
+89% +$351K 0.42% 25
2018
Q4 		$350K Buy
+4,541
New +$416K 0.3% 34

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
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
Atria Investments
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
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global Strategic Investment Solutions's VDE Position: Q3 2026 in Review

Global Strategic Investment Solutions held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 6,093 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #79.

Global Strategic Investment Solutions first reported a position in VDE in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.71M in Q1 2024. 131 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Global Strategic Investment Solutions held 6,093 shares of Vanguard Energy ETF worth $1.05M as of Q3 2026.
  • Global Strategic Investment Solutions left its Vanguard Energy ETF share count unchanged in Q3 2026.
  • Vanguard Energy ETF made up 0.09% of Global Strategic Investment Solutions's portfolio in Q3 2026, its #79 holding.
  • Global Strategic Investment Solutions first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 32 quarters since.
  • Global Strategic Investment Solutions's Vanguard Energy ETF position peaked at $1.71M in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.