Security Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Security Financial 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 Q2	$233K	Buy	1,554 +166	+12%	+$26.9K	0.03%	189
2026 Q1	$240K	Sell	1,388 -387	-22%	-$58.5K	0.04%	178
2025 Q4	$224K	Buy	1,775 +57	+3%	+$7.16K	0.04%	207
2025 Q3	$216K	Buy	+1,718	New	+$211K	0.04%	196
2025 Q2	–	Sell	-1,542	Closed	-$200K	–	187
2025 Q1	$200K	Sell	1,542 -107	-6%	-$13.5K	0.04%	169
2024 Q4	$200K	Buy	+1,649	New	+$210K	0.04%	167

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Security Financial Services's VDE Position: Q2 2026 in Review

Security Financial Services increased its Vanguard Energy ETF (VDE) stake by 12% in Q2 2026, buying an estimated $26.9K and bringing the position to 1,554 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #189.

Security Financial Services first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $240K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Security Financial Services held 1,554 shares of Vanguard Energy ETF worth $233K as of Q2 2026.
Security Financial Services bought 166 Vanguard Energy ETF shares in Q2 2026, an estimated $26.9K.
Vanguard Energy ETF made up 0.03% of Security Financial Services's portfolio in Q2 2026, its #189 holding.
Security Financial Services first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
Security Financial Services's Vanguard Energy ETF position peaked at $240K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.