Stonebridge Financial Group, LLC/CA’s Vanguard Energy ETF VDE Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$298K	Buy	+1,987	New	+$322K	0.04%	223

Other funds holding VDE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VDE Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 1,987 shares worth $298K. The stake represents 0.04% of the portfolio and ranks #223 among its holdings.

637 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,987 shares of Vanguard Energy ETF worth $298K as of Q2 2026.
Vanguard Energy ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Energy ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #223 holding.
637 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.