TW
VDE icon

Trajan Wealth’s Vanguard Energy ETF VDE Stock Holding History

Trajan 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
2026
Q1 		$290K Buy
1,675
+4
+0.2% +$605 0.01% 129
2025
Q4 		$210K Hold
1,671
– – 0.01% 147
2025
Q3 		$210K Buy
+1,671
New +$206K 0.01% 153

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

Trajan Wealth's VDE Position: Q1 2026 in Review

Trajan Wealth increased its Vanguard Energy ETF (VDE) stake by 0.24% in Q1 2026, buying an estimated $605 and bringing the position to 1,675 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #129.

Trajan Wealth first reported a position in VDE in Q3 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Trajan Wealth held 1,675 shares of Vanguard Energy ETF worth $290K as of Q1 2026.
  • Trajan Wealth bought 4 Vanguard Energy ETF shares in Q1 2026, an estimated $605.
  • Vanguard Energy ETF made up 0.01% of Trajan Wealth's portfolio in Q1 2026, its #129 holding.
  • Trajan Wealth first reported a position in Vanguard Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.