PKS Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

PKS Advisory Services’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	$379K	Hold	2,522	–	–	0.06%	261
2026 Q2	$379K	Buy	2,522 +3	+0.1%	+$486	0.06%	262
2026 Q1	$414K	Buy	2,519 +81	+3%	+$12.3K	0.1%	176
2025 Q4	$307K	Buy	2,438 +98	+4%	+$12.3K	0.07%	195
2025 Q3	$295K	Buy	2,340 +220	+10%	+$27.1K	0.06%	195
2025 Q2	$253K	Buy	2,120 +376	+22%	+$43.8K	0.06%	226
2025 Q1	$226K	Buy	+1,744	New	+$220K	0.06%	216

Other funds holding VDE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PKS Advisory Services's VDE Position: Q3 2026 in Review

PKS Advisory Services held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 2,522 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #261.

PKS Advisory Services first reported a position in VDE in Q1 2025 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 690 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

PKS Advisory Services held 2,522 shares of Vanguard Energy ETF worth $379K as of Q3 2026.
PKS Advisory Services left its Vanguard Energy ETF share count unchanged in Q3 2026.
Vanguard Energy ETF made up 0.06% of PKS Advisory Services's portfolio in Q3 2026, its #261 holding.
PKS Advisory Services first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 7 quarters since.
PKS Advisory Services's Vanguard Energy ETF position peaked at $414K in Q1 2026.
690 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.