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SC&H Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

SC&H Financial Advisors’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 		$481K Buy
2,795
+6
+0.2% +$1.02K 0.07% 92
2026
Q2 		$419K Sell
2,789
-75
-3% -$12.2K 0.06% 103
2026
Q1 		$496K Buy
2,864
+4
+0.1% +$605 0.07% 92
2025
Q4 		$360K Buy
2,860
+7
+0.2% +$879 0.06% 107
2025
Q3 		$359K Buy
2,853
+5
+0.2% +$615 0.06% 104
2025
Q2 		$339K Buy
2,848
+6
+0.2% +$698 0.06% 108
2025
Q1 		$369K Hold
2,842
– – 0.07% 103
2024
Q4 		$345K Buy
2,842
+1
+0% +$127 0.07% 108
2024
Q3 		$348K Sell
2,841
-1,302
-31% -$163K 0.08% 110
2024
Q2 		$529K Hold
4,143
– – 0.13% 85
2024
Q1 		$546K Buy
4,143
+10
+0.2% +$1.2K 0.14% 85
2023
Q4 		$485K Buy
4,133
+21
+0.5% +$2.52K 0.14% 91
2023
Q3 		$521K Sell
4,112
-4,057
-50% -$497K 0.17% 84
2023
Q2 		$922K Sell
8,169
-10,679
-57% -$1.2M 0.3% 60
2023
Q1 		$2.15M Buy
18,848
+2,679
+17% +$318K 0.78% 25
2022
Q4 		$1.96M Buy
16,169
+1,772
+12% +$216K 0.81% 25
2022
Q3 		$1.46M Buy
14,397
+109
+0.8% +$11.6K 0.73% 30
2022
Q2 		$1.42M Buy
14,288
+4,297
+43% +$481K 0.66% 30
2022
Q1 		$1.07M Buy
9,991
+4,361
+77% +$420K 0.51% 43
2021
Q4 		$437K Buy
+5,630
New +$448K 0.24% 98

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GBT
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
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

SC&H Financial Advisors's VDE Position: Q3 2026 in Review

SC&H Financial Advisors increased its Vanguard Energy ETF (VDE) stake by 0.22% in Q3 2026, buying an estimated $1.02K and bringing the position to 2,795 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #92.

SC&H Financial Advisors first reported a position in VDE in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q1 2023. 90 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • SC&H Financial Advisors held 2,795 shares of Vanguard Energy ETF worth $481K as of Q3 2026.
  • SC&H Financial Advisors bought 6 Vanguard Energy ETF shares in Q3 2026, an estimated $1.02K.
  • Vanguard Energy ETF made up 0.07% of SC&H Financial Advisors's portfolio in Q3 2026, its #92 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Vanguard Energy ETF position peaked at $2.15M in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.