Plan Group Financial
VDE icon

Plan Group Financial’s Vanguard Energy ETF VDE Stock Holding History

Plan Group Financial’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 		$501K Buy
2,649
+600
+29% +$102K 0.1% 122
2026
Q2 		$308K Sell
2,049
-66
-3% -$10.7K 0.06% 173
2026
Q1 		$366K Hold
2,115
– – 0.09% 146
2025
Q4 		$266K Buy
2,115
+66
+3% +$8.29K 0.07% 162
2025
Q3 		$258K Sell
2,049
-1,000
-33% -$123K 0.07% 153
2025
Q2 		$363K Hold
3,049
– – 0.12% 121
2025
Q1 		$395K Buy
3,049
+1,000
+49% +$126K 0.14% 109
2024
Q4 		$249K Hold
2,049
– – 0.13% 97
2024
Q3 		$251K Hold
2,049
– – 0.13% 98
2024
Q2 		$261K Hold
2,049
– – 0.16% 78
2024
Q1 		$270K Hold
2,049
– – 0.18% 76
2023
Q4 		$240K Hold
2,049
– – 0.21% 61
2023
Q3 		$260K Hold
2,049
– – 0.19% 58
2023
Q2 		$250K Buy
+2,049
New +$231K 0.21% 57
2022
Q2 		$203K Buy
+2,049
New +$229K 0.35% 51

Other funds holding VDE

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Grove Bank & Trust
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Miramontes Capital
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
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

Plan Group Financial's VDE Position: Q3 2026 in Review

Plan Group Financial increased its Vanguard Energy ETF (VDE) stake by 29% in Q3 2026, buying an estimated $102K and bringing the position to 2,649 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #122.

Plan Group Financial first reported a position in VDE in Q2 2022 and has held it in 15 quarters since. 230 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Plan Group Financial held 2,649 shares of Vanguard Energy ETF worth $501K as of Q3 2026.
  • Plan Group Financial bought 600 Vanguard Energy ETF shares in Q3 2026, an estimated $102K.
  • Vanguard Energy ETF made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #122 holding.
  • Plan Group Financial first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 15 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.