Matthew Hamilton Rosenberg’s Vanguard Energy ETF VDE Stock Holding History

Matthew Hamilton Rosenberg’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	$3.44K	Buy	+20	New	+$3.42K	﹤0.01%	727
2025 Q2	–	Sell	-1,779	Closed	-$231K	–	860
2025 Q1	$231K	Hold	1,779	–	–	0.06%	169
2024 Q4	$216K	Hold	1,779	–	–	0.06%	172
2024 Q3	$218K	Sell	1,779 -68	-4%	-$8.51K	0.06%	181
2024 Q2	$236K	Buy	1,847 +347	+23%	+$45.2K	0.07%	158
2024 Q1	$199K	Hold	1,500	–	–	0.06%	187
2023 Q4	$176K	Hold	1,500	–	–	0.05%	203
2023 Q3	$190K	Hold	1,500	–	–	0.06%	168
2023 Q2	$169K	Hold	1,500	–	–	0.06%	203
2023 Q1	$171K	Hold	1,500	–	–	0.06%	210
2022 Q4	$182K	Hold	1,500	–	–	0.06%	191
2022 Q3	$152K	Hold	1,500	–	–	0.06%	205
2022 Q2	$151K	Hold	1,500	–	–	0.06%	212
2022 Q1	$161K	Hold	1,500	–	–	0.06%	230
2021 Q4	$116K	Buy	+1,500	New	+$119K	0.04%	270

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

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

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

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UFA

Uptown Financial Advisors Dallas, Texas $140M AUM 12.95% 1-Year Est. Return

Matthew Hamilton Rosenberg's VDE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 20 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Matthew Hamilton Rosenberg previously reported a position in VDE as recently as Q1 2025.

Matthew Hamilton Rosenberg first reported a position in VDE in Q4 2021 and has held it in 15 quarters since. The position peaked at $236K in Q2 2024. 111 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Matthew Hamilton Rosenberg held 20 shares of Vanguard Energy ETF worth $3.44K as of Q3 2026.
Vanguard Energy ETF was a new Matthew Hamilton Rosenberg position in Q3 2026.
Vanguard Energy ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #727 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's Vanguard Energy ETF position peaked at $236K in Q2 2024.
111 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.