MPCL
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My Personal CFO LLC’s Vanguard Energy ETF VDE Stock Holding History

My Personal CFO 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
Q3 		$3.65M Sell
21,188
-308
-1% -$52.6K 1.31% 16
2026
Q2 		$3.23M Buy
21,496
+40
+0.2% +$6.48K 1.26% 19
2026
Q1 		$3.71M Buy
21,456
+18
+0.1% +$2.72K 1.63% 15
2025
Q4 		$2.7M Buy
+21,438
New +$2.69M 1.13% 24
2025
Q3 		– Sell
-23,078
Closed -$2.75M – 146
2025
Q2 		$2.75M Buy
23,078
+2,558
+12% +$298K 1.25% 21
2025
Q1 		$2.66M Buy
20,520
+35
+0.2% +$4.42K 1.34% 20
2024
Q4 		$2.49M Buy
20,485
+4,030
+24% +$513K 1.27% 22
2024
Q3 		$2.02M Buy
16,455
+173
+1% +$21.6K 1.1% 26
2024
Q2 		$2.08M Buy
16,282
+86
+0.5% +$11.2K 1.11% 22
2024
Q1 		$2.13M Buy
16,196
+505
+3% +$60.5K 1.23% 20
2023
Q4 		$1.84M Buy
15,691
+47
+0.3% +$5.63K 1.2% 21
2023
Q3 		$1.98M Sell
15,644
-366
-2% -$44.8K 1.6% 17
2023
Q2 		$1.81M Hold
16,010
– – 1.42% 21
2023
Q1 		$1.83M Buy
16,010
+9,246
+137% +$1.1M 1.56% 20
2022
Q4 		$1.94M Hold
6,764
– – 1.79% 12
2022
Q3 		$687K Sell
6,764
-9,239
-58% -$983K 1.04% 24
2022
Q2 		$1.59M Sell
16,003
-1,653
-9% -$185K 2.04% 14
2022
Q1 		$1.89M Sell
17,656
-139
-0.8% -$13.4K 1.96% 15
2021
Q4 		$1.38M Buy
+17,795
New +$1.42M 1.2% 20

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
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

My Personal CFO LLC's VDE Position: Q3 2026 in Review

My Personal CFO LLC reduced its Vanguard Energy ETF (VDE) stake by 1.4% in Q3 2026, selling an estimated $52.6K and leaving 21,188 shares worth $3.65M. The position accounts for 1.31% of the portfolio, ranked #16.

My Personal CFO LLC first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q1 2026. 82 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • My Personal CFO LLC held 21,188 shares of Vanguard Energy ETF worth $3.65M as of Q3 2026.
  • My Personal CFO LLC sold 308 Vanguard Energy ETF shares in Q3 2026, an estimated $52.6K.
  • Vanguard Energy ETF made up 1.31% of My Personal CFO LLC's portfolio in Q3 2026, its #16 holding.
  • My Personal CFO LLC first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's Vanguard Energy ETF position peaked at $3.71M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.