Stapp Wealth Management
VDE icon

Stapp Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Stapp Wealth Management’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 		$1.97M Sell
11,459
-71
-0.6% -$12.1K 2.55% 14
2026
Q2 		$1.73M Buy
11,530
+60
+0.5% +$9.7K 2.26% 17
2026
Q1 		$1.98M Buy
11,470
+1,267
+12% +$192K 2.53% 14
2025
Q4 		$1.28M Buy
+10,203
New +$1.28M 1.65% 16
2025
Q2 		– Sell
-20,604
Closed -$2.67M – 31
2025
Q1 		$2.67M Buy
20,604
+872
+4% +$110K 4.12% 12
2024
Q4 		$2.39M Buy
+19,732
New +$2.51M 3.73% 11
2023
Q4 		– Sell
-14,276
Closed -$1.81M – 25
2023
Q3 		$1.81M Sell
14,276
-9,357
-40% -$1.15M 3.48% 12
2023
Q2 		$2.67M Sell
23,633
-537
-2% -$60.5K 5.28% 7
2023
Q1 		$2.76M Sell
24,170
-7,892
-25% -$936K 3.79% 8
2022
Q4 		$3.89M Sell
32,062
-8,106
-20% -$987K 9.32% 3
2022
Q3 		$4.08M Buy
+40,168
New +$4.27M 11.9% 2

Other funds holding VDE

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Allen Wealth Management
Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stapp Wealth Management's VDE Position: Q3 2026 in Review

Stapp Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 0.62% in Q3 2026, selling an estimated $12.1K and leaving 11,459 shares worth $1.97M. The position accounts for 2.55% of the portfolio, ranked #14.

Stapp Wealth Management first reported a position in VDE in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.08M in Q3 2022. 322 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Stapp Wealth Management held 11,459 shares of Vanguard Energy ETF worth $1.97M as of Q3 2026.
  • Stapp Wealth Management sold 71 Vanguard Energy ETF shares in Q3 2026, an estimated $12.1K.
  • Vanguard Energy ETF made up 2.55% of Stapp Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Stapp Wealth Management first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 11 quarters since.
  • Stapp Wealth Management's Vanguard Energy ETF position peaked at $4.08M in Q3 2022.
  • 322 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Stapp Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.