Kovitz Investment Group Partners’s Vanguard Energy ETF VDE Stock Holding History

Kovitz Investment Group Partners’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	-22,715	Closed	-$2.86M	–	1284
2025 Q3	$2.86M	Buy	22,715 +1,064	+5%	+$131K	0.01%	569
2025 Q2	$2.58M	Buy	21,651 +19,285	+815%	+$2.24M	0.01%	575
2025 Q1	$307K	Buy	2,366 +20	+0.9%	+$2.52K	﹤0.01%	1044
2024 Q4	$285K	Buy	+2,346	New	+$299K	﹤0.01%	1057
2020 Q2	–	Sell	-5,666	Closed	-$217K	–	407
2020 Q1	$217K	Sell	5,666 -3,319	-37%	-$211K	0.01%	349
2019 Q4	$732K	Sell	8,985 -1,525	-15%	-$119K	0.02%	295
2019 Q3	$820K	Sell	10,510 -725	-6%	-$58K	0.03%	283
2019 Q2	$955K	Buy	11,235 +442	+4%	+$38K	0.03%	270
2019 Q1	$965K	Buy	+10,793	New	+$937K	0.03%	281

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's VDE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 22,715 shares — an estimated $2.86M sold.

Kovitz Investment Group Partners first reported a position in VDE in Q1 2019 and held it in 9 quarters. The position peaked at $2.86M in Q3 2025. 668 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 22,715 Vanguard Energy ETF shares in Q4 2025, an estimated $2.86M.
Kovitz Investment Group Partners first reported a position in Vanguard Energy ETF in Q1 2019 and held it in 9 quarters.
Kovitz Investment Group Partners's Vanguard Energy ETF position peaked at $2.86M in Q3 2025.
668 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.