RIL
VDE icon

Rothschild Investment LLC’s Vanguard Energy ETF VDE Stock Holding History

Rothschild Investment LLC’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 		– Sell
-45
Closed -$7.79K – 3722
2026
Q1 		$7.79K Hold
45
– – ﹤0.01% 1823
2025
Q4 		$5.67K Hold
45
– – ﹤0.01% 1823
2025
Q3 		$5.66K Hold
45
– – ﹤0.01% 1660
2025
Q2 		$5.36K Hold
45
– – ﹤0.01% 1484
2025
Q1 		$5.84K Hold
45
– – ﹤0.01% 1364
2024
Q4 		$5.46K Buy
+45
New +$5.73K ﹤0.01% 1319

Other funds holding VDE

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 22.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Rothschild Investment LLC's VDE Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 45 shares — an estimated $7.79K sold.

Rothschild Investment LLC first reported a position in VDE in Q4 2024 and held it in 6 quarters. The position peaked at $7.79K in Q1 2026. 728 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 45 Vanguard Energy ETF shares in Q2 2026, an estimated $7.79K.
  • Rothschild Investment LLC first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 6 quarters.
  • Rothschild Investment LLC's Vanguard Energy ETF position peaked at $7.79K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.