Kathleen S. Wright Associates’s Vanguard Energy ETF VDE Stock Holding History

Kathleen S. Wright Associates’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	$126K	Hold	1,000	–	–	0.05%	118
2025 Q2	$119K	Buy	1,000 +200	+25%	+$23.3K	0.05%	120
2025 Q1	$104K	Buy	800 +100	+14%	+$12.6K	0.04%	125
2024 Q4	$84.9K	Buy	700 +55	+9%	+$7K	0.04%	131
2024 Q3	$79K	Hold	645	–	–	0.03%	132
2024 Q2	$82.3K	Hold	645	–	–	0.04%	130
2024 Q1	$84.9K	Hold	645	–	–	0.04%	122
2023 Q4	$75.6K	Hold	645	–	–	0.04%	115
2023 Q3	$81.7K	Hold	645	–	–	0.05%	111
2023 Q2	$72.8K	Hold	645	–	–	0.05%	99
2023 Q1	$73.7K	Hold	645	–	–	0.05%	99
2022 Q4	$78K	Hold	645	–	–	0.05%	105
2022 Q3	$66K	Hold	645	–	–	0.05%	103
2022 Q2	$64K	Hold	645	–	–	0.05%	98
2022 Q1	$69K	Hold	645	–	–	0.05%	98
2021 Q4	$50K	Buy	+645	New	+$51.3K	0.04%	102

Other funds holding VDE

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

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

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

BCMIO

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kathleen S. Wright Associates's VDE Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Vanguard Energy ETF (VDE) position steady in Q3 2025 at 1,000 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #118.

Kathleen S. Wright Associates first reported a position in VDE in Q4 2021 and has held it in 16 quarters since. 635 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

Kathleen S. Wright Associates held 1,000 shares of Vanguard Energy ETF worth $126K as of Q3 2025.
Kathleen S. Wright Associates left its Vanguard Energy ETF share count unchanged in Q3 2025.
Vanguard Energy ETF made up 0.05% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #118 holding.
Kathleen S. Wright Associates first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 16 quarters since.
635 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.