Hofer & Associates’s Vanguard Energy ETF VDE Stock Holding History

Hofer & Associates’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	$284K	Buy	+1,650	New	+$282K	0.2%	71

Other funds holding VDE

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Hofer & Associates's VDE Position: Q3 2026 in Review

Hofer & Associates opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 1,650 shares worth $284K. The stake represents 0.2% of the portfolio and ranks #71 among its holdings.

267 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Hofer & Associates held 1,650 shares of Vanguard Energy ETF worth $284K as of Q3 2026.
Vanguard Energy ETF was a new Hofer & Associates position in Q3 2026.
Vanguard Energy ETF made up 0.2% of Hofer & Associates's portfolio in Q3 2026, its #71 holding.
267 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.