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Three Bearings Fiduciary Advisors’s Vanguard Energy ETF VDE Stock Holding History

Three Bearings Fiduciary 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
Q2 		$59.9K Hold
399
– – 0.05% 76
2026
Q1 		$69K Sell
399
-81
-17% -$12.3K 0.07% 72
2025
Q4 		$69K Buy
+480
New +$60.3K 0.06% 71

Other funds holding VDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VDE Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 399 shares worth $59.9K. The position accounts for 0.05% of the portfolio, ranked #76.

Three Bearings Fiduciary Advisors first reported a position in VDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $69K in Q1 2026. 475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 399 shares of Vanguard Energy ETF worth $59.9K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.05% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #76 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Vanguard Energy ETF position peaked at $69K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.