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Litman Gregory Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Litman Gregory Wealth Management’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 		$72K Buy
+572
New +$71.8K 0.01% 203
2020
Q1 		– Sell
-100
Closed -$8K – 210
2019
Q4 		$8K Buy
+100
New +$7.78K ﹤0.01% 154

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Litman Gregory Wealth Management's VDE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q4 2025: 572 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in VDE as recently as Q4 2019.

Litman Gregory Wealth Management first reported a position in VDE in Q4 2019 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • Litman Gregory Wealth Management held 572 shares of Vanguard Energy ETF worth $72K as of Q4 2025.
  • Vanguard Energy ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • Vanguard Energy ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #203 holding.
  • Litman Gregory Wealth Management first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.