WEG
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World Equity Group’s Vanguard Energy ETF VDE Stock Holding History

World Equity 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 		– Sell
-2,984
Closed -$448K – 376
2026
Q2 		$448K Buy
+2,984
New +$483K 0.1% 234
2023
Q4 		– Sell
-2,579
Closed -$1.15M – 373
2023
Q3 		$1.15M Buy
2,579
+71
+3% +$8.69K 0.24% 102
2023
Q2 		$283K Buy
+2,508
New +$282K 0.08% 249

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's VDE Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Energy ETF (VDE) in Q3 2026, closing a stake of 2,984 shares — an estimated $448K sold.

World Equity Group first reported a position in VDE in Q2 2023 and held it in 3 quarters. The position peaked at $1.15M in Q3 2023. 131 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • World Equity Group reported no remaining Vanguard Energy ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 2,984 Vanguard Energy ETF shares in Q3 2026, an estimated $448K.
  • World Equity Group first reported a position in Vanguard Energy ETF in Q2 2023 and held it in 3 quarters.
  • World Equity Group's Vanguard Energy ETF position peaked at $1.15M in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.