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Summit Wealth Group, LLC/OK’s Vanguard Energy ETF VDE Stock Holding History

Summit Wealth Group, LLC/OK’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 		$863K Sell
5,012
-2,410
-32% -$412K 1.46% 21
2026
Q2 		$1.11M Sell
7,422
-30
-0.4% -$4.86K 1.45% 20
2026
Q1 		$1.29M Sell
7,452
-597
-7% -$90.3K 1.8% 20
2025
Q4 		$1.01M Buy
+8,049
New +$1.01M 1.04% 25

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Beacon Capital Management Inc (Ohio)
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HighTower Advisors
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Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Evergreen Capital Management
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Cambridge Investment Research Advisors
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Allen Wealth Management
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Summit Wealth Group, LLC/OK's VDE Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Vanguard Energy ETF (VDE) stake by 32% in Q3 2026, selling an estimated $412K and leaving 5,012 shares worth $863K. The position accounts for 1.46% of the portfolio, ranked #21.

Summit Wealth Group, LLC/OK first reported a position in VDE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q1 2026. 484 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 5,012 shares of Vanguard Energy ETF worth $863K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 2,410 Vanguard Energy ETF shares in Q3 2026, an estimated $412K.
  • Vanguard Energy ETF made up 1.46% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #21 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Vanguard Energy ETF position peaked at $1.29M in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.