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Go Invest LLC’s Vanguard Energy ETF VDE Stock Holding History

Go Invest LLC’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
Q2 		$2.91M Buy
19,415
+1,991
+11% +$323K 0.68% 10
2026
Q1 		$3.01M Buy
17,424
+3,908
+29% +$591K 0.86% 10
2025
Q4 		$1.7M Buy
+13,516
New +$1.7M 0.56% 11

Other funds holding VDE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Go Invest LLC's VDE Position: Q2 2026 in Review

Go Invest LLC increased its Vanguard Energy ETF (VDE) stake by 11% in Q2 2026, buying an estimated $323K and bringing the position to 19,415 shares worth $2.91M. The position accounts for 0.68% of the portfolio, ranked #10.

Go Invest LLC first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.01M in Q1 2026. 407 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Go Invest LLC held 19,415 shares of Vanguard Energy ETF worth $2.91M as of Q2 2026.
  • Go Invest LLC bought 1,991 Vanguard Energy ETF shares in Q2 2026, an estimated $323K.
  • Vanguard Energy ETF made up 0.68% of Go Invest LLC's portfolio in Q2 2026, its #10 holding.
  • Go Invest LLC first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's Vanguard Energy ETF position peaked at $3.01M in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.