Surience Private Wealth’s Vanguard Energy ETF VDE Stock Holding History

Surience Private Wealth’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	$1.49M	Buy	+8,629	New	+$1.47M	1.43%	20

Other funds holding VDE

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Surience Private Wealth's VDE Position: Q3 2026 in Review

Surience Private Wealth opened a new position in Vanguard Energy ETF (VDE) in Q3 2026: 8,629 shares worth $1.49M. The stake represents 1.43% of the portfolio and ranks #20 among its holdings.

262 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Surience Private Wealth held 8,629 shares of Vanguard Energy ETF worth $1.49M as of Q3 2026.
Vanguard Energy ETF was a new Surience Private Wealth position in Q3 2026.
Vanguard Energy ETF made up 1.43% of Surience Private Wealth's portfolio in Q3 2026, its #20 holding.
262 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.