IFG
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Independent Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Independent Financial Group’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 		$2.65M Sell
15,375
-1,429
-9% -$244K 0.05% 385
2026
Q2 		$2.52M Sell
16,804
-2,539
-13% -$411K 0.05% 383
2026
Q1 		$3.35M Buy
19,343
+3,170
+20% +$480K 0.08% 269
2025
Q4 		$2.04M Sell
16,173
-241
-1% -$30.3K 0.05% 388
2025
Q3 		$2.07M Buy
16,414
+977
+6% +$120K 0.05% 375
2025
Q2 		$1.84M Buy
15,437
+900
+6% +$105K 0.05% 367
2025
Q1 		$1.89M Sell
14,537
-73
-0.5% -$9.22K 0.06% 299
2024
Q4 		$1.77M Sell
14,610
-1,452
-9% -$185K 0.06% 319
2024
Q3 		$1.97M Buy
16,062
+1,892
+13% +$237K 0.07% 269
2024
Q2 		$1.81M Sell
14,170
-2,317
-14% -$302K 0.07% 253
2024
Q1 		$2.17M Sell
16,487
-103
-0.6% -$12.3K 0.1% 202
2023
Q4 		$1.95M Sell
16,590
-20
-0.1% -$2.4K 0.1% 213
2023
Q3 		$2.11M Sell
16,610
-485
-3% -$59.4K 0.14% 170
2023
Q2 		$1.93M Sell
17,095
-35,594
-68% -$4.01M 0.13% 170
2023
Q1 		$6.02M Buy
52,689
+1,020
+2% +$121K 0.48% 34
2022
Q4 		$6.27M Sell
51,669
-1,690
-3% -$206K 0.54% 25
2022
Q3 		$5.42M Sell
53,359
-10,690
-17% -$1.14M 0.49% 26
2022
Q2 		$6.37M Sell
64,049
-3,216
-5% -$360K 0.68% 20
2022
Q1 		$7.2M Buy
67,265
+22,085
+49% +$2.13M 0.59% 20
2021
Q4 		$3.51M Buy
45,180
+38,597
+586% +$3.07M 0.29% 64
2021
Q3 		$486K Buy
6,583
+441
+7% +$30.8K 0.05% 376
2021
Q2 		$466K Buy
6,142
+58
+1% +$4.2K 0.05% 388
2021
Q1 		$414K Buy
6,084
+1,108
+22% +$70.8K 0.05% 379
2020
Q4 		$258K Buy
+4,976
New +$233K 0.04% 461

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
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Independent Financial Group's VDE Position: Q3 2026 in Review

Independent Financial Group reduced its Vanguard Energy ETF (VDE) stake by 8.5% in Q3 2026, selling an estimated $244K and leaving 15,375 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #385.

Independent Financial Group first reported a position in VDE in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.2M in Q1 2022. 69 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Independent Financial Group held 15,375 shares of Vanguard Energy ETF worth $2.65M as of Q3 2026.
  • Independent Financial Group sold 1,429 Vanguard Energy ETF shares in Q3 2026, an estimated $244K.
  • Vanguard Energy ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #385 holding.
  • Independent Financial Group first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 24 quarters since.
  • Independent Financial Group's Vanguard Energy ETF position peaked at $7.2M in Q1 2022.
  • 69 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.