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Klingman & Associates’s Vanguard Energy ETF VDE Stock Holding History

Klingman & 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
2026
Q1 		$815K Hold
4,707
– – 0.04% 147
2025
Q4 		$593K Hold
4,707
– – 0.03% 173
2025
Q3 		$592K Buy
+4,707
New +$579K 0.03% 170

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Klingman & Associates's VDE Position: Q1 2026 in Review

Klingman & Associates held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 4,707 shares worth $815K. The position accounts for 0.04% of the portfolio, ranked #147.

Klingman & Associates first reported a position in VDE in Q3 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Klingman & Associates held 4,707 shares of Vanguard Energy ETF worth $815K as of Q1 2026.
  • Klingman & Associates left its Vanguard Energy ETF share count unchanged in Q1 2026.
  • Vanguard Energy ETF made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #147 holding.
  • Klingman & Associates first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.