TFA
VDE icon

Tranquilli Financial Advisor’s Vanguard Energy ETF VDE Stock Holding History

Tranquilli Financial Advisor’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 		$4.75M Buy
27,423
+726
+3% +$110K 2.77% 6
2025
Q4 		$3.36M Sell
26,697
-813
-3% -$102K 1.95% 17
2025
Q3 		$3.46M Buy
27,510
+14,577
+113% +$1.79M 2.05% 17
2025
Q2 		$1.54M Sell
12,933
-7,095
-35% -$826K 0.95% 32
2025
Q1 		$2.6M Buy
20,028
+846
+4% +$107K 1.64% 19
2024
Q4 		$2.33M Buy
19,182
+248
+1% +$31.6K 1.47% 19
2024
Q3 		$2.32M Sell
18,934
-18,466
-49% -$2.31M 1.45% 22
2024
Q2 		$4.77M Sell
37,400
-993
-3% -$129K 3.19% 8
2024
Q1 		$5.06M Buy
38,393
+22,767
+146% +$2.73M 3.37% 6
2023
Q4 		$1.83M Sell
15,626
-27,129
-63% -$3.25M 1.29% 20
2023
Q3 		$5.42M Buy
+42,755
New +$5.23M 3.91% 2
2023
Q1 		– Sell
-12,343
Closed -$1.5M – 92
2022
Q4 		$1.5M Buy
+12,343
New +$1.5M 1.14% 14
2022
Q3 		– Sell
-24,603
Closed -$2.45M – 71
2022
Q2 		$2.45M Sell
24,603
-52,330
-68% -$5.85M 1.88% 6
2022
Q1 		$8.23M Buy
76,933
+1,413
+2% +$136K 5.86% 2
2021
Q4 		$5.86M Buy
75,520
+2,246
+3% +$179K 4.1% 2
2021
Q3 		$5.42M Buy
73,274
+1,365
+2% +$95.2K 4.06% 4
2021
Q2 		$5.46M Buy
71,909
+595
+0.8% +$43.1K 4.1% 2
2021
Q1 		$4.85M Sell
71,314
-4,586
-6% -$293K 3.92% 1
2020
Q4 		$3.94M Buy
+75,900
New +$3.55M 3.57% 7

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

Tranquilli Financial Advisor's VDE Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its Vanguard Energy ETF (VDE) stake by 2.7% in Q1 2026, buying an estimated $110K and bringing the position to 27,423 shares worth $4.75M. The position accounts for 2.77% of the portfolio, ranked #6.

Tranquilli Financial Advisor first reported a position in VDE in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.23M in Q1 2022. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Tranquilli Financial Advisor held 27,423 shares of Vanguard Energy ETF worth $4.75M as of Q1 2026.
  • Tranquilli Financial Advisor bought 726 Vanguard Energy ETF shares in Q1 2026, an estimated $110K.
  • Vanguard Energy ETF made up 2.77% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #6 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 19 quarters since.
  • Tranquilli Financial Advisor's Vanguard Energy ETF position peaked at $8.23M in Q1 2022.
  • 774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.