Keel Point’s Vanguard Energy ETF VDE Stock Holding History

Keel Point’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 Q2	–	Sell	-1,596	Closed	-$207K	–	530
2025 Q1	$207K	Buy	+1,596	New	+$202K	0.02%	444

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

Keel Point's VDE Position: Q2 2025 in Review

Keel Point sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 1,596 shares — an estimated $207K sold.

Keel Point first reported a position in VDE in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 647 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Keel Point reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Keel Point sold 1,596 Vanguard Energy ETF shares in Q2 2025, an estimated $207K.
Keel Point first reported a position in Vanguard Energy ETF in Q1 2025 and held it in 1 quarter.
Keel Point's Vanguard Energy ETF position peaked at $207K in Q1 2025.
647 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Keel Point's 13F filing for Q2 2025, filed 15 Aug 2025.