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

Kerr 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
2026
Q2 		$138K Sell
920
-30
-3% -$4.86K 0.15% 109
2026
Q1 		$156K Sell
950
-800
-46% -$121K 0.11% 94
2025
Q4 		$244K Buy
1,750
+1,050
+150% +$132K 0.33% 69
2025
Q3 		$90.2K Buy
+700
New +$86.2K 0.13% 126

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kerr Financial Planning's VDE Position: Q2 2026 in Review

Kerr Financial Planning reduced its Vanguard Energy ETF (VDE) stake by 3.2% in Q2 2026, selling an estimated $4.86K and leaving 920 shares worth $138K. The position accounts for 0.15% of the portfolio, ranked #109.

Kerr Financial Planning first reported a position in VDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 756 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Kerr Financial Planning held 920 shares of Vanguard Energy ETF worth $138K as of Q2 2026.
  • Kerr Financial Planning sold 30 Vanguard Energy ETF shares in Q2 2026, an estimated $4.86K.
  • Vanguard Energy ETF made up 0.15% of Kerr Financial Planning's portfolio in Q2 2026, its #109 holding.
  • Kerr Financial Planning first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Vanguard Energy ETF position peaked at $244K in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.