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Morton Brown Family Wealth’s Vanguard Energy ETF VDE Stock Holding History

Morton Brown Family Wealth’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
Closed -$250 – 327
2025
Q2 		$250 Sell
2
-252
-99% -$29.3K ﹤0.01% 301
2025
Q1 		$32.9K Buy
+254
New +$32.1K 0.01% 124

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morton Brown Family Wealth's VDE Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 2 shares — an estimated $250 sold.

Morton Brown Family Wealth first reported a position in VDE in Q1 2025 and held it in 2 quarters. The position peaked at $32.9K in Q1 2025. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2 Vanguard Energy ETF shares in Q3 2025, an estimated $250.
  • Morton Brown Family Wealth first reported a position in Vanguard Energy ETF in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's Vanguard Energy ETF position peaked at $32.9K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.