Root Financial Partners
VDE icon

Root Financial Partners’s Vanguard Energy ETF VDE Stock Holding History

Root Financial Partners’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 		$117K Buy
+681
New +$116K ﹤0.01% 662
2026
Q2 		– Sell
-596
Closed -$103K – 3074
2026
Q1 		$103K Hold
596
– – ﹤0.01% 550
2025
Q4 		$75K Buy
596
+144
+32% +$18.1K ﹤0.01% 569
2025
Q3 		$56.9K Buy
+452
New +$55.6K ﹤0.01% 628

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UBS Group
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Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's VDE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 681 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VDE as recently as Q1 2026.

Root Financial Partners first reported a position in VDE in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Root Financial Partners held 681 shares of Vanguard Energy ETF worth $117K as of Q3 2026.
  • Vanguard Energy ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Energy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #662 holding.
  • Root Financial Partners first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.