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LifeSteps Financial’s Vanguard Energy ETF VDE Stock Holding History

LifeSteps Financial’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 		$1.5K Buy
+10
New +$1.62K ﹤0.01% 708

Other funds holding VDE

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
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

LifeSteps Financial's VDE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 10 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

331 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • LifeSteps Financial held 10 shares of Vanguard Energy ETF worth $1.5K as of Q2 2026.
  • Vanguard Energy ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Energy ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #708 holding.
  • 331 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.