Guerra Advisors’s Vanguard Energy ETF VDE Stock Holding History

Guerra 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
2025 Q3	$629	Buy	+5	New	+$615	﹤0.01%	790

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guerra Advisors's VDE Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Energy ETF (VDE) in Q3 2025: 5 shares worth $629. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings.

636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

Guerra Advisors held 5 shares of Vanguard Energy ETF worth $629 as of Q3 2025.
Vanguard Energy ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Energy ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #790 holding.
636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.