Bison Wealth’s Vanguard Energy ETF VDE Stock Holding History

Bison Wealth’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
2023 Q2	–	Sell	-100	Closed	-$10.8K	–	392
2023 Q1	$10.8K	Buy	+100	New	+$11.9K	﹤0.01%	255

Other funds holding VDE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bison Wealth's VDE Position: Q4 2024 in Review

Bison Wealth sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 3,731 shares — an estimated $457K sold.

Bison Wealth first reported a position in VDE in Q4 2015 and held it in 36 quarters. The position peaked at $4.19M in Q1 2017. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Bison Wealth reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 3,731 Vanguard Energy ETF shares in Q4 2024, an estimated $457K.
Bison Wealth first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 36 quarters.
Bison Wealth's Vanguard Energy ETF position peaked at $4.19M in Q1 2017.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.