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Mitchell Sinkler & Starr’s Vanguard Energy ETF VDE Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-1,126
Closed -$137K – 180
2024
Q4 		$137K Hold
1,126
– – 0.04% 163
2024
Q3 		$138K Hold
1,126
– – 0.03% 164
2024
Q2 		$148K Buy
+1,126
New +$147K 0.04% 155

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Mitchell Sinkler & Starr's VDE Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 1,126 shares — an estimated $137K sold.

Mitchell Sinkler & Starr first reported a position in VDE in Q2 2024 and held it in 3 quarters. The position peaked at $148K in Q2 2024. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 1,126 Vanguard Energy ETF shares in Q1 2025, an estimated $137K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Energy ETF in Q2 2024 and held it in 3 quarters.
  • Mitchell Sinkler & Starr's Vanguard Energy ETF position peaked at $148K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.