Briaud Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-155	Closed	-$18K	–	328
2025 Q2	$18K	Hold	155	–	–	0.01%	192
2025 Q1	$20K	Hold	155	–	–	0.01%	127
2024 Q4	$18K	Hold	155	–	–	0.01%	130
2024 Q3	$18K	Hold	155	–	–	0.01%	101
2024 Q2	$19K	Hold	155	–	–	0.01%	92
2024 Q1	$21K	Buy	+155	New	+$18.6K	0.01%	87
2023 Q4	–	Sell	-155	Closed	-$19K	–	157
2023 Q3	$19K	Buy	+155	New	+$19K	0.02%	91

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCMIO

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Briaud Financial Planning's VDE Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 155 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in VDE in Q3 2023 and held it in 7 quarters. The position peaked at $21K in Q1 2024. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

Briaud Financial Planning reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 155 Vanguard Energy ETF shares in Q3 2025, an estimated $18K.
Briaud Financial Planning first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Vanguard Energy ETF position peaked at $21K in Q1 2024.
636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.