KBFS
VDE icon

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

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

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. 263 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.
  • 263 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.