EPM
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Elm Partners Management’s Vanguard Energy ETF VDE Stock Holding History

Elm Partners 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
2025
Q4 		– Sell
-2,535
Closed -$319K – 161
2025
Q3 		$319K Buy
2,535
+157
+7% +$19.3K 0.02% 117
2025
Q2 		$283K Buy
+2,378
New +$277K 0.02% 84
2025
Q1 		– Sell
-2,996
Closed -$363K – 74
2024
Q4 		$363K Buy
+2,996
New +$381K 0.02% 54
2022
Q2 		– Sell
-153
Closed -$16K – 43
2022
Q1 		$16K Buy
+153
New +$14.7K ﹤0.01% 45

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elm Partners Management's VDE Position: Q4 2025 in Review

Elm Partners Management sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 2,535 shares — an estimated $319K sold.

Elm Partners Management first reported a position in VDE in Q1 2022 and held it in 4 quarters. The position peaked at $363K in Q4 2024. 664 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • Elm Partners Management reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Elm Partners Management sold 2,535 Vanguard Energy ETF shares in Q4 2025, an estimated $319K.
  • Elm Partners Management first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 4 quarters.
  • Elm Partners Management's Vanguard Energy ETF position peaked at $363K in Q4 2024.
  • 664 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Elm Partners Management's 13F filing for Q4 2025, filed 10 Feb 2026.