Next Level Wealth Planning’s Vanguard Energy ETF VDE Stock Holding History

Next Level 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	$47.9K	Buy	+278	New	+$47.5K	0.02%	175

Other funds holding VDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Next Level Wealth Planning's VDE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 278 shares worth $47.9K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings.

453 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Next Level Wealth Planning held 278 shares of Vanguard Energy ETF worth $47.9K as of Q3 2026.
Vanguard Energy ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Energy ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #175 holding.
453 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.