Transamerica Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Transamerica Financial 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 Q2	$694	Hold	4	–	–	﹤0.01%	1598
2026 Q1	$800	Sell	4 -1	-20%	-$151	﹤0.01%	1382
2025 Q4	$583	Hold	5	–	–	﹤0.01%	1342
2025 Q3	$582	Hold	5	–	–	﹤0.01%	1268
2025 Q2	$552	Hold	5	–	–	﹤0.01%	431
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	563
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	559
2024 Q3	$1K	Hold	5	–	–	﹤0.01%	560
2024 Q2	$1K	Hold	5	–	–	﹤0.01%	536
2024 Q1	$1K	Hold	5	–	–	﹤0.01%	582
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	598
2023 Q3	$1K	Hold	5	–	–	﹤0.01%	617
2023 Q2	$1K	Hold	5	–	–	﹤0.01%	588
2023 Q1	$1K	Hold	5	–	–	﹤0.01%	572
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	660
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	618
2022 Q2	$1K	Buy	+5	New	+$559	﹤0.01%	630
2016 Q2	–	Sell	-515	Closed	-$45K	–	697
2016 Q1	$45K	Sell	515 -13	-2%	-$1.04K	﹤0.01%	378
2015 Q4	$44K	Buy	528 +200	+61%	+$18.2K	﹤0.01%	421
2015 Q3	$28K	Sell	328 -80	-20%	-$7.59K	﹤0.01%	462
2015 Q2	$44K	Buy	408 +46	+13%	+$5.17K	﹤0.01%	472
2015 Q1	$40K	Buy	+362	New	+$39.5K	﹤0.01%	460

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

Transamerica Financial Advisors's VDE Position: Q2 2026 in Review

Transamerica Financial Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 4 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Transamerica Financial Advisors first reported a position in VDE in Q1 2015 and has held it in 22 quarters since. The position peaked at $45K in Q1 2016. 757 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Transamerica Financial Advisors held 4 shares of Vanguard Energy ETF worth $694 as of Q2 2026.
Transamerica Financial Advisors left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1598 holding.
Transamerica Financial Advisors first reported a position in Vanguard Energy ETF in Q1 2015 and has held it in 22 quarters since.
Transamerica Financial Advisors's Vanguard Energy ETF position peaked at $45K in Q1 2016.
757 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.