Meredith Wealth Planning
VDE icon

Meredith Wealth Planning’s Vanguard Energy ETF VDE Stock Holding History

Meredith Wealth Planning’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 		$211K Buy
+1,224
New +$209K 0.05% 80
2026
Q2 		– Sell
-1,224
Closed -$212K – 75
2026
Q1 		$212K Buy
+1,224
New +$185K 0.06% 68

Other funds holding VDE

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Grove Bank & Trust
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Meredith Wealth Planning's VDE Position: Q3 2026 in Review

Meredith Wealth Planning opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 1,224 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #80 among its holdings. This is a return to the name: Meredith Wealth Planning previously reported a position in VDE as recently as Q1 2026.

Meredith Wealth Planning first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 225 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Meredith Wealth Planning held 1,224 shares of Vanguard Energy ETF worth $211K as of Q3 2026.
  • Vanguard Energy ETF was a new Meredith Wealth Planning position in Q3 2026.
  • Vanguard Energy ETF made up 0.05% of Meredith Wealth Planning's portfolio in Q3 2026, its #80 holding.
  • Meredith Wealth Planning first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Meredith Wealth Planning's Vanguard Energy ETF position peaked at $212K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.