FFA
VDE icon

Farther Finance Advisors’s Vanguard Energy ETF VDE Stock Holding History

Farther Finance Advisors’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
Q1 		$1.37M Sell
8,221
-22,113
-73% -$3.35M 0.01% 813
2025
Q4 		$3.82M Buy
30,334
+1,087
+4% +$137K 0.04% 378
2025
Q3 		$3.68M Buy
29,247
+23,490
+408% +$2.89M 0.06% 290
2025
Q2 		$686K Buy
5,757
+1,667
+41% +$194K 0.01% 756
2025
Q1 		$533K Buy
4,090
+2,483
+155% +$314K 0.01% 759
2024
Q4 		$195K Buy
1,607
+251
+19% +$32K 0.01% 994
2024
Q3 		$166K Hold
1,356
– – 0.01% 1073
2024
Q2 		$173K Hold
1,356
– – 0.01% 903
2024
Q1 		$180K Buy
1,356
+1,067
+369% +$128K 0.01% 723
2023
Q4 		$33.9K Sell
289
-1,190
-80% -$143K ﹤0.01% 1166
2023
Q3 		$187K Buy
1,479
+1,190
+412% +$146K 0.03% 403
2023
Q2 		$32.6K Sell
289
-20
-6% -$2.25K 0.01% 822
2023
Q1 		$35.3K Hold
309
– – 0.01% 709
2022
Q4 		$37.5K Buy
+309
New +$37.6K 0.01% 557

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