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VDEVDE

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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in Vanguard Energy ETF

Yes. HB Wealth Management holds 18,121 shares of VDE (Vanguard Energy ETF), worth $3.1M, as of its Q3 2026 13F filing. It increased the position by 3,626 shares (+25.0%) from Q2 2026. HB Wealth Management has held VDE in every 13F on record since Q4 2021, 20 quarterly filings.

Current Value

$3.1M

Current Shares

18,121

Total Value Change

+$2.1M

Total Shares Change

+9,931

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
18,121
+25.0%
$3.1M0.0%$172.16
32
2026-Q2
Increased
14,495
+7.2%
$2.2M0.0%$150.13
28
2026-Q1
Increased
13,523
+10.2%
$2.3M0.0%$171.89
29
2025-Q4
Decreased
12,274
-5.2%
$1.5M0.0%$124.36
0
2025-Q3
Increased
12,951
+117.7%
$1.6M0.0%$123.27
41
2025-Q2
Decreased
5,949
-50.8%
$708,7270.0%$115.75
0
2025-Q1
Increased
12,100
+18.7%
$1.6M0.0%$125.06
30
2024-Q4
Increased
10,193
+24.5%
$1.2M0.0%$116.10
31
2024-Q3
Decreased
8,190
-0.9%
$1M0.0%$116.29
0

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