Trajan Wealth LLC Vanguard Energy ETF Transaction History

Trajan Wealth LLC

$2.32 Trillion
Q3 2025

A detailed history of Trajan Wealth LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Trajan Wealth LLC holds 1,671 shares of VDE stock, worth $216,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,671

Holding current value

$216,127

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$118.37 - $129.65 $197,796 - $216,645	1,671 New	1,671 $210 Million

Others Institutions Holding VDE

# of Institutions

734

Shares Held

21.7M

Call Options Held

123K

Put Options Held

87.4K

Bank Of America Corp Charlotte, NC

1.98M
Shares

$257 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$209 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$143 Million
0.03% of portfolio
Ubs Group Ag

1.04M
Shares

$135 Million
0.02% of portfolio
Beacon Capital Management, Inc.

887K
Shares

$115 Million
5.81% of portfolio

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.

Account