Regatta Research & Money Management’s Vanguard Energy ETF VDE Stock Holding History

Regatta Research & Money Management’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	$26.7K	Buy	+178	New	+$28.8K	0.03%	370

Other funds holding VDE

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Regatta Research & Money Management's VDE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 178 shares worth $26.7K. The stake represents 0.03% of the portfolio and ranks #370 among its holdings.

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

Regatta Research & Money Management held 178 shares of Vanguard Energy ETF worth $26.7K as of Q2 2026.
Vanguard Energy ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard Energy ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #370 holding.
603 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.