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

Seamount Financial Group’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
Q2 		$3.98M Buy
26,520
+56
+0.2% +$9.07K 1.61% 16
2026
Q1 		$4.58M Sell
26,464
-15
-0.1% -$2.27K 2.06% 10
2025
Q4 		$3.33M Buy
26,479
+508
+2% +$63.8K 1.51% 19
2025
Q3 		$3.27M Buy
25,971
+960
+4% +$118K 1.54% 19
2025
Q2 		$2.98M Buy
25,011
+843
+3% +$98.1K 1.53% 20
2025
Q1 		$3.13M Sell
24,168
-14
-0.1% -$1.77K 2.13% 11
2024
Q4 		$2.93M Buy
24,182
+822
+4% +$105K 2.03% 12
2024
Q3 		$2.86M Buy
23,360
+158
+0.7% +$19.8K 2.15% 11
2024
Q2 		$2.96M Buy
23,202
+113
+0.5% +$14.7K 2.41% 9
2024
Q1 		$3.04M Buy
23,089
+225
+1% +$27K 2.67% 8
2023
Q4 		$2.68M Buy
+22,864
New +$2.74M 2.57% 8

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Seamount Financial Group's VDE Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Energy ETF (VDE) stake by 0.21% in Q2 2026, buying an estimated $9.07K and bringing the position to 26,520 shares worth $3.98M. The position accounts for 1.61% of the portfolio, ranked #16.

Seamount Financial Group first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q1 2026. 237 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Seamount Financial Group held 26,520 shares of Vanguard Energy ETF worth $3.98M as of Q2 2026.
  • Seamount Financial Group bought 56 Vanguard Energy ETF shares in Q2 2026, an estimated $9.07K.
  • Vanguard Energy ETF made up 1.61% of Seamount Financial Group's portfolio in Q2 2026, its #16 holding.
  • Seamount Financial Group first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's Vanguard Energy ETF position peaked at $4.58M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.