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Kestra Private Wealth Services’s Vanguard Energy ETF VDE Stock Holding History

Kestra Private Wealth Services’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
-1,688
Closed -$212K – 1810
2025
Q3 		$212K Buy
+1,688
New +$208K ﹤0.01% 1534

Other funds holding VDE

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Private Wealth Services's VDE Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 1,688 shares — an estimated $212K sold.

Kestra Private Wealth Services first reported a position in VDE in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 666 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,688 Vanguard Energy ETF shares in Q4 2025, an estimated $212K.
  • Kestra Private Wealth Services first reported a position in Vanguard Energy ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's Vanguard Energy ETF position peaked at $212K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.