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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Krilogy Financial's VDE Position: Q1 2026 in Review

Krilogy Financial reduced its Vanguard Energy ETF (VDE) stake by 13% in Q1 2026, selling an estimated $118K and leaving 5,421 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #412.

Krilogy Financial first reported a position in VDE in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.99M in Q2 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Krilogy Financial held 5,421 shares of Vanguard Energy ETF worth $872K as of Q1 2026.
Krilogy Financial sold 777 Vanguard Energy ETF shares in Q1 2026, an estimated $118K.
Vanguard Energy ETF made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #412 holding.
Krilogy Financial first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 7 quarters since.
Krilogy Financial's Vanguard Energy ETF position peaked at $4.99M in Q2 2024.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.