Purchases and Sales Made in Q1 2025 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.7K+ 1934.15% |
$5.45M - $6.07M
|
48.1K
$5.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30.4K+ 12871.19% |
$3.62M - $4.03M
|
30.6K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 52.6% |
$2.28M - $2.54M
|
55.6K
$6.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
17.2KNew |
$2.05M - $2.29M
|
17.2K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.4KNew |
$1.48M - $1.65M
|
12.4K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.58K+ 379.05% |
$903K - $1.01M
|
9.58K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.48K+ 390.15% |
$892K - $993K
|
9.4K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.6KNew |
$786K - $876K
|
6.6K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37KNew |
$521K - $580K
|
4.37K
$496K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.96KNew |
$353K - $393K
|
2.96K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.74K+ 17.7% |
$326K - $363K
|
18.2K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 154.51% |
$296K - $330K
|
4.09K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.37K+ 6.95% |
$283K - $315K
|
36.5K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.37KNew |
$282K - $314K
|
2.37K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.22KNew |
$264K - $294K
|
2.22K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.08KNew |
$248K - $276K
|
2.08K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 6.72% |
$233K - $259K
|
31K
$3.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 8.59% |
$223K - $249K
|
23.7K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78KNew |
$212K - $237K
|
1.78K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.64KNew |
$196K - $218K
|
1.64K
$186K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.56K+ 4.55% |
$185K - $207K
|
35.8K
$4.06M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.07K+ 4.18% |
$128K - $142K
|
26.7K
$3.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
750+ 16.27% |
$89.4K - $99.6K
|
5.36K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
748New |
$89.1K - $99.3K
|
748
$84.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
735+ 1.46% |
$87.6K - $97.6K
|
51.1K
$5.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
709+ 3.69% |
$84.5K - $94.1K
|
19.9K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
602New |
$71.7K - $79.9K
|
602
$68.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
591+ 3.52% |
$70.4K - $78.5K
|
17.4K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
519+ 57.16% |
$61.8K - $68.9K
|
1.43K
$162K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
474+ 1.0% |
$56.5K - $62.9K
|
48.1K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
452+ 0.39% |
$53.9K - $60K
|
116K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
351+ 4.84% |
$41.8K - $46.6K
|
7.6K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
345New |
$41.1K - $45.8K
|
345
$39.1K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
283+ 6.86% |
$33.7K - $37.6K
|
4.41K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
247+ 4.99% |
$29.4K - $32.8K
|
5.2K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
204+ 14.84% |
$24.3K - $27.1K
|
1.58K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
137+ 0.73% |
$16.3K - $18.2K
|
18.9K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
115+ 3.67% |
$13.7K - $15.3K
|
3.25K
$368K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
114+ 8.89% |
$13.6K - $15.1K
|
1.4K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
109+ 27.81% |
$13K - $14.5K
|
501
$56.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
96New |
$11.4K - $12.7K
|
96
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 1.35% |
$9.77K - $10.9K
|
6.16K
$699K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
72New |
$8.58K - $9.56K
|
72
$8.17K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.88% |
$6.91K - $7.7K
|
3.14K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 115.79% |
$5.24K - $5.84K
|
82
$9.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
43+ 0.72% |
$5.12K - $5.71K
|
5.98K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.32% |
$2.86K - $3.19K
|
7.45K
$845K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24+ 0.69% |
$2.86K - $3.19K
|
3.48K
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
21+ 5.9% |
$2.5K - $2.79K
|
377
$42.8K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 1.54% |
$2.38K - $2.66K
|
1.32K
$150K
|