Kohmann Bosshard Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Kohmann Bosshard Financial 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
2026 Q2	$786K	Hold	5,235	–	–	0.07%	106
2026 Q1	$906K	Hold	5,235	–	–	0.09%	88
2025 Q4	$659K	Hold	5,235	–	–	0.06%	131
2025 Q3	$659K	Buy	5,235 +610	+13%	+$75.1K	0.07%	114
2025 Q2	$551K	Hold	4,625	–	–	0.06%	109
2025 Q1	$600K	Hold	4,625	–	–	0.07%	109
2024 Q4	$561K	Sell	4,625 -613	-12%	-$78.1K	0.07%	107
2024 Q3	$641K	Sell	5,238 -1,000	-16%	-$125K	0.08%	99
2024 Q2	$796K	Sell	6,238 -81	-1%	-$10.5K	0.11%	84
2024 Q1	$832K	Hold	6,319	–	–	0.12%	83
2023 Q4	$741K	Hold	6,319	–	–	0.11%	85
2023 Q3	$801K	Buy	+6,319	New	+$774K	0.14%	76

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

Kohmann Bosshard Financial Services's VDE Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 5,235 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #106.

Kohmann Bosshard Financial Services first reported a position in VDE in Q3 2023 and has held it in 12 quarters since. The position peaked at $906K in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Kohmann Bosshard Financial Services held 5,235 shares of Vanguard Energy ETF worth $786K as of Q2 2026.
Kohmann Bosshard Financial Services left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.07% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #106 holding.
Kohmann Bosshard Financial Services first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 12 quarters since.
Kohmann Bosshard Financial Services's Vanguard Energy ETF position peaked at $906K in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.