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Sherry Group’s Vanguard Energy ETF VDE Stock Holding History

Sherry 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
Q3 		$492K Buy
2,859
+30
+1% +$5.13K 0.46% 36
2026
Q2 		$428K Sell
2,829
-65
-2% -$10.5K 0.42% 35
2026
Q1 		$501K Hold
2,894
– – 0.55% 31
2025
Q4 		$366K Buy
+2,894
New +$364K 0.38% 33

Other funds holding VDE

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Sherry Group's VDE Position: Q3 2026 in Review

Sherry Group increased its Vanguard Energy ETF (VDE) stake by 1.1% in Q3 2026, buying an estimated $5.13K and bringing the position to 2,859 shares worth $492K. The position accounts for 0.46% of the portfolio, ranked #36.

Sherry Group first reported a position in VDE in Q4 2025 and has held it in 4 quarters since. The position peaked at $501K in Q1 2026. 44 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Sherry Group held 2,859 shares of Vanguard Energy ETF worth $492K as of Q3 2026.
  • Sherry Group bought 30 Vanguard Energy ETF shares in Q3 2026, an estimated $5.13K.
  • Vanguard Energy ETF made up 0.46% of Sherry Group's portfolio in Q3 2026, its #36 holding.
  • Sherry Group first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's Vanguard Energy ETF position peaked at $501K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.