National Philanthropic Trust’s Vanguard Energy ETF VDE Stock Holding History

National Philanthropic Trust’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	-42,860	Closed	-$5.2M	–	287
2024 Q4	$5.2M	Buy	+42,860	New	+$5.46M	0.08%	84

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

National Philanthropic Trust's VDE Position: Q1 2025 in Review

National Philanthropic Trust sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 42,860 shares — an estimated $5.2M sold.

National Philanthropic Trust first reported a position in VDE in Q4 2024 and held it in 1 quarter. The position peaked at $5.2M in Q4 2024. 696 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

National Philanthropic Trust reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
National Philanthropic Trust sold 42,860 Vanguard Energy ETF shares in Q1 2025, an estimated $5.2M.
National Philanthropic Trust first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 1 quarter.
National Philanthropic Trust's Vanguard Energy ETF position peaked at $5.2M in Q4 2024.
696 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on National Philanthropic Trust's 13F filing for Q1 2025, filed 15 May 2026.