Rather & Kittrell’s Vanguard Energy ETF VDE Stock Holding History

Rather & Kittrell’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
2026 Q2	$1.39M	Hold	9,255	–	–	0.19%	42
2026 Q1	$1.6M	Hold	9,255	–	–	0.25%	32
2025 Q4	$1.17M	Hold	9,255	–	–	0.19%	44
2025 Q3	$1.16M	Sell	9,255 -7	-0.1%	-$862	0.2%	45
2025 Q2	$1.1M	Buy	9,262 +7	+0.1%	+$815	0.22%	37
2025 Q1	$1.2M	Hold	9,255	–	–	0.26%	35
2024 Q4	$1.12M	Hold	9,255	–	–	0.26%	36
2024 Q3	$1.13M	Sell	9,255 -100	-1%	-$12.5K	0.28%	35
2024 Q2	$1.19M	Sell	9,355 -1,090	-10%	-$142K	0.33%	34
2024 Q1	$1.38M	Sell	10,445 -50	-0.5%	-$5.99K	0.41%	30
2023 Q4	$1.23M	Hold	10,495	–	–	0.43%	32
2023 Q3	$1.33M	Hold	10,495	–	–	0.54%	29
2023 Q2	$1.18M	Hold	10,495	–	–	0.5%	30
2023 Q1	$1.2M	Hold	10,495	–	–	0.55%	31
2022 Q4	$1.27M	Sell	10,495 -56	-0.5%	-$6.82K	0.68%	29
2022 Q3	$1.07M	Buy	10,551 +1,065	+11%	+$113K	1.13%	24
2022 Q2	$943K	Hold	9,486	–	–	1.03%	22
2022 Q1	$1.01M	Sell	9,486 -23	-0.2%	-$2.21K	0.99%	23
2021 Q4	$737K	Buy	+9,509	New	+$756K	0.65%	25

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Rather & Kittrell's VDE Position: Q2 2026 in Review

Rather & Kittrell held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 9,255 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #42.

Rather & Kittrell first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Rather & Kittrell held 9,255 shares of Vanguard Energy ETF worth $1.39M as of Q2 2026.
Rather & Kittrell left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.19% of Rather & Kittrell's portfolio in Q2 2026, its #42 holding.
Rather & Kittrell first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
Rather & Kittrell's Vanguard Energy ETF position peaked at $1.6M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.