Olistico Wealth’s Vanguard Energy ETF VDE Stock Holding History

Olistico Wealth’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	$155K	Buy	902 +4	+0.4%	+$683	0.07%	111
2026 Q2	$135K	Hold	898	–	–	0.06%	116
2026 Q1	$155K	Sell	898 -40	-4%	-$6.05K	0.08%	108
2025 Q4	$118K	Sell	938 -2,383	-72%	-$299K	0.06%	113
2025 Q3	$418K	Buy	3,321 +25	+0.8%	+$3.08K	0.22%	67
2025 Q2	$393K	Sell	3,296 -333	-9%	-$38.8K	0.22%	69
2025 Q1	$471K	Buy	3,629 +366	+11%	+$46.2K	0.29%	62
2024 Q4	$396K	Sell	3,263 -14	-0.4%	-$1.78K	0.23%	73
2024 Q3	$401K	Sell	3,277 -1,710	-34%	-$214K	0.25%	75
2024 Q2	$636K	Buy	4,987 +35	+0.7%	+$4.56K	0.41%	51
2024 Q1	$652K	Buy	4,952 +21	+0.4%	+$2.52K	0.47%	49
2023 Q4	$578K	Sell	4,931 -1,188	-19%	-$142K	0.45%	48
2023 Q3	$775K	Buy	6,119 +7	+0.1%	+$857	0.69%	40
2023 Q2	$690K	Hold	6,112	–	–	0.59%	42
2023 Q1	$698K	Buy	6,112 +1,487	+32%	+$176K	0.67%	41
2022 Q4	$561K	Buy	+4,625	New	+$563K	0.61%	49

Other funds holding VDE

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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

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

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 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

Olistico Wealth's VDE Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Energy ETF (VDE) stake by 0.45% in Q3 2026, buying an estimated $683 and bringing the position to 902 shares worth $155K. The position accounts for 0.07% of the portfolio, ranked #111.

Olistico Wealth first reported a position in VDE in Q4 2022 and has held it in 16 quarters since. The position peaked at $775K in Q3 2023. 225 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Olistico Wealth held 902 shares of Vanguard Energy ETF worth $155K as of Q3 2026.
Olistico Wealth bought 4 Vanguard Energy ETF shares in Q3 2026, an estimated $683.
Vanguard Energy ETF made up 0.07% of Olistico Wealth's portfolio in Q3 2026, its #111 holding.
Olistico Wealth first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Vanguard Energy ETF position peaked at $775K in Q3 2023.
225 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.