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Planning Strategies Inc.’s Vanguard Energy ETF VDE Stock Holding History

Planning Strategies Inc.’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 		$384K Buy
+2,555
New +$414K 0.24% 48

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BL
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Planning Strategies Inc.'s VDE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 2,555 shares worth $384K. The stake represents 0.24% of the portfolio and ranks #48 among its holdings.

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

  • Planning Strategies Inc. held 2,555 shares of Vanguard Energy ETF worth $384K as of Q2 2026.
  • Vanguard Energy ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Energy ETF made up 0.24% of Planning Strategies Inc.'s portfolio in Q2 2026, its #48 holding.
  • 288 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.