L.M. Kohn & Company’s Vanguard Energy ETF VDE Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-2,718	Closed	-$324K	–	271
2025 Q2	$324K	Buy	+2,718	New	+$316K	0.09%	187

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

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

L.M. Kohn & Company's VDE Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 2,718 shares — an estimated $324K sold.

L.M. Kohn & Company first reported a position in VDE in Q2 2025 and held it in 1 quarter. The position peaked at $324K in Q2 2025. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

L.M. Kohn & Company reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 2,718 Vanguard Energy ETF shares in Q3 2025, an estimated $324K.
L.M. Kohn & Company first reported a position in Vanguard Energy ETF in Q2 2025 and held it in 1 quarter.
L.M. Kohn & Company's Vanguard Energy ETF position peaked at $324K in Q2 2025.
636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.