KDK Private Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

KDK Private Wealth 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
2026 Q2	$303K	Sell	2,018 -94	-4%	-$15.2K	0.25%	49
2026 Q1	$365K	Buy	2,112 +27	+1%	+$4.08K	0.33%	40
2025 Q4	$263K	Sell	2,085 -74	-3%	-$9.29K	0.23%	59
2025 Q3	$272K	Sell	2,159 -19	-0.9%	-$2.34K	0.28%	46
2025 Q2	$259K	Sell	2,178 -18	-0.8%	-$2.1K	0.28%	45
2025 Q1	$285K	Hold	2,196	–	–	0.32%	41
2024 Q4	$266K	Buy	+2,196	New	+$280K	0.28%	44

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

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

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

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

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

BCMIO

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

KDK Private Wealth Management's VDE Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 4.5% in Q2 2026, selling an estimated $15.2K and leaving 2,018 shares worth $303K. The position accounts for 0.25% of the portfolio, ranked #49.

KDK Private Wealth Management first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

KDK Private Wealth Management held 2,018 shares of Vanguard Energy ETF worth $303K as of Q2 2026.
KDK Private Wealth Management sold 94 Vanguard Energy ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Energy ETF made up 0.25% of KDK Private Wealth Management's portfolio in Q2 2026, its #49 holding.
KDK Private Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
KDK Private Wealth Management's Vanguard Energy ETF position peaked at $365K in Q1 2026.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.