Krilogy Financial’s Vanguard Energy ETF VDE Stock Holding History

Krilogy Financial’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	$800K	Sell	5,331 -90	-2%	-$14.6K	0.02%	468
2026 Q1	$872K	Sell	5,421 -777	-13%	-$118K	0.03%	412
2025 Q4	$860K	Buy	6,198 +492	+9%	+$61.8K	0.03%	390
2025 Q3	$704K	Buy	+5,706	New	+$702K	0.03%	423
2025 Q1	–	Sell	-11,047	Closed	-$1.34M	–	241
2024 Q4	$1.34M	Sell	11,047 -3,370	-23%	-$429K	0.09%	147
2024 Q3	$1.77M	Sell	14,417 -24,729	-63%	-$3.09M	0.12%	127
2024 Q2	$4.99M	Buy	39,146 +24,703	+171%	+$3.22M	0.37%	60
2024 Q1	$1.9M	Buy	+14,443	New	+$1.73M	0.15%	126

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

Krilogy Financial's VDE Position: Q2 2026 in Review

Krilogy Financial reduced its Vanguard Energy ETF (VDE) stake by 1.7% in Q2 2026, selling an estimated $14.6K and leaving 5,331 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #468.

Krilogy Financial first reported a position in VDE in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.99M in Q2 2024. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Krilogy Financial held 5,331 shares of Vanguard Energy ETF worth $800K as of Q2 2026.
Krilogy Financial sold 90 Vanguard Energy ETF shares in Q2 2026, an estimated $14.6K.
Vanguard Energy ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #468 holding.
Krilogy Financial first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 8 quarters since.
Krilogy Financial's Vanguard Energy ETF position peaked at $4.99M in Q2 2024.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.