Harbor Investment Advisory’s Vanguard Energy ETF VDE Stock Holding History

Harbor Investment Advisory’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	$6.71K	Hold	39	–	–	﹤0.01%	1154
2026 Q2	$5.86K	Hold	39	–	–	﹤0.01%	1111
2026 Q1	$6.75K	Sell	39 -25	-39%	-$3.78K	﹤0.01%	974
2025 Q4	$8.06K	Buy	64 +39	+156%	+$4.9K	﹤0.01%	976
2025 Q3	$3.15K	Hold	25	–	–	﹤0.01%	1061
2025 Q2	$2.98K	Hold	25	–	–	﹤0.01%	1049
2025 Q1	$3.24K	Hold	25	–	–	﹤0.01%	1027
2024 Q4	$3.03K	Hold	25	–	–	﹤0.01%	1018
2024 Q3	$3.06K	Hold	25	–	–	﹤0.01%	1029
2024 Q2	$3.19K	Hold	25	–	–	﹤0.01%	1020
2024 Q1	$3.29K	Hold	25	–	–	﹤0.01%	1026
2023 Q4	$2.93K	Hold	25	–	–	﹤0.01%	1008
2023 Q3	$3.17K	Hold	25	–	–	﹤0.01%	984
2023 Q2	$2.82K	Hold	25	–	–	﹤0.01%	1191
2023 Q1	$2.86K	Hold	25	–	–	﹤0.01%	1185
2022 Q4	$3.03K	Hold	25	–	–	﹤0.01%	1167
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	1212
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	1261
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	1229
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	1240
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	1251
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	1198
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	1187
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1174
2020 Q3	$1K	Buy	+25	New	+$1.19K	﹤0.01%	1104
2020 Q1	–	Sell	-2	Closed	–	–	1198
2019 Q4	$0	Buy	+2	New	+$156	﹤0.01%	989

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

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Harbor Investment Advisory's VDE Position: Q3 2026 in Review

Harbor Investment Advisory held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 39 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Harbor Investment Advisory first reported a position in VDE in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.06K in Q4 2025. 69 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Harbor Investment Advisory held 39 shares of Vanguard Energy ETF worth $6.71K as of Q3 2026.
Harbor Investment Advisory left its Vanguard Energy ETF share count unchanged in Q3 2026.
Vanguard Energy ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1154 holding.
Harbor Investment Advisory first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 26 quarters since.
Harbor Investment Advisory's Vanguard Energy ETF position peaked at $8.06K in Q4 2025.
69 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.