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Stegent Equity Advisors’s Vanguard Energy ETF VDE Stock Holding History

Stegent Equity 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 		$3.79M Buy
21,999
+251
+1% +$42.9K 3% 6
2026
Q2 		$3.27M Sell
21,748
-10,661
-33% -$1.73M 2.34% 12
2026
Q1 		$5.61M Buy
+32,409
New +$4.9M 4.78% 2

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

Stegent Equity Advisors's VDE Position: Q3 2026 in Review

Stegent Equity Advisors increased its Vanguard Energy ETF (VDE) stake by 1.2% in Q3 2026, buying an estimated $42.9K and bringing the position to 21,999 shares worth $3.79M. The position accounts for 3% of the portfolio, ranked #6.

Stegent Equity Advisors first reported a position in VDE in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.61M in Q1 2026. 47 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Stegent Equity Advisors held 21,999 shares of Vanguard Energy ETF worth $3.79M as of Q3 2026.
  • Stegent Equity Advisors bought 251 Vanguard Energy ETF shares in Q3 2026, an estimated $42.9K.
  • Vanguard Energy ETF made up 3% of Stegent Equity Advisors's portfolio in Q3 2026, its #6 holding.
  • Stegent Equity Advisors first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Stegent Equity Advisors's Vanguard Energy ETF position peaked at $5.61M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.