Yoder Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Yoder Wealth Management’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	$471K	Hold	2,733	–	–	0.18%	75
2026 Q2	$410K	Hold	2,733	–	–	0.16%	80
2026 Q1	$473K	Hold	2,733	–	–	0.22%	68
2025 Q4	$344K	Sell	2,733 -16	-0.6%	-$2.01K	0.16%	83
2025 Q3	$346K	Hold	2,749	–	–	0.16%	78
2025 Q2	$327K	Sell	2,749 -5	-0.2%	-$582	0.17%	80
2025 Q1	$357K	Hold	2,754	–	–	0.2%	72
2024 Q4	$334K	Hold	2,754	–	–	0.18%	77
2024 Q3	$337K	Hold	2,754	–	–	0.2%	72
2024 Q2	$351K	Buy	2,754 +95	+4%	+$12.4K	0.23%	67
2024 Q1	$350K	Hold	2,659	–	–	0.23%	68
2023 Q4	$312K	Hold	2,659	–	–	0.22%	67
2023 Q3	$337K	Hold	2,659	–	–	0.28%	57
2023 Q2	$300K	Sell	2,659 -37	-1%	-$4.17K	0.24%	60
2023 Q1	$308K	Buy	+2,696	New	+$320K	0.26%	57

Other funds holding VDE

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

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

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 Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Yoder Wealth Management's VDE Position: Q3 2026 in Review

Yoder Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 2,733 shares worth $471K. The position accounts for 0.18% of the portfolio, ranked #75.

Yoder Wealth Management first reported a position in VDE in Q1 2023 and has held it in 15 quarters since. The position peaked at $473K in Q1 2026. 151 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Yoder Wealth Management held 2,733 shares of Vanguard Energy ETF worth $471K as of Q3 2026.
Yoder Wealth Management left its Vanguard Energy ETF share count unchanged in Q3 2026.
Vanguard Energy ETF made up 0.18% of Yoder Wealth Management's portfolio in Q3 2026, its #75 holding.
Yoder Wealth Management first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Vanguard Energy ETF position peaked at $473K in Q1 2026.
151 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.