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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-725- 6.62% |
$86.4K - $96.3K
|
10.2K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-758- 26.81% |
$90.3K - $101K
|
2.07K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-815- 23.34% |
$97.1K - $108K
|
2.68K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-828- 3.23% |
$98.6K - $110K
|
24.8K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-829- 6.51% |
$98.8K - $110K
|
11.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-900- 6.8% |
$107K - $119K
|
12.3K
$1.41M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-934- 57.87% |
$111K - $124K
|
680
$77.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-938- 14.98% |
$112K - $125K
|
5.32K
$608K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-942- 49.68% |
$112K - $125K
|
954
$109K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-971- 95.38% |
$116K - $129K
|
47
$5.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-984- 1.66% |
$117K - $131K
|
58.3K
$6.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.03K- 4.4% |
$122K - $136K
|
22.3K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-1.03K- 11.73% |
$123K - $137K
|
7.74K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 1.93% |
$130K - $145K
|
55.4K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 20.5% |
$131K - $146K
|
4.27K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.12K- 28.05% |
$133K - $148K
|
2.87K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.14K- 23.0% |
$136K - $152K
|
3.83K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.17K- 23.22% |
$140K - $156K
|
3.88K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 2.2% |
$142K - $158K
|
52.8K
$6.03M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.23K- 37.8% |
$146K - $163K
|
2.02K
$231K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1.35K- 7.6% |
$161K - $180K
|
16.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.38K- 5.98% |
$164K - $183K
|
21.7K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.38K- 17.3% |
$165K - $184K
|
6.61K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.39K- 23.15% |
$165K - $184K
|
4.61K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.39K- 4.18% |
$166K - $185K
|
31.9K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.8% |
$170K - $189K
|
49.5K
$5.65M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.5K- 4.17% |
$178K - $199K
|
34.4K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 97.67% |
$185K - $206K
|
37
$4.23K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.56K- 47.94% |
$186K - $207K
|
1.69K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 44.64% |
$206K - $229K
|
2.14K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.78K- 14.84% |
$212K - $236K
|
10.2K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.79K- 94.65% |
$213K - $237K
|
101
$11.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.95K- 12.72% |
$232K - $259K
|
13.4K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-2.01K- 7.7% |
$239K - $267K
|
24.1K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 6.73% |
$246K - $274K
|
28.6K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.1K- 9.35% |
$250K - $278K
|
20.3K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.21K- 41.75% |
$263K - $293K
|
3.08K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.27K- 7.56% |
$270K - $301K
|
27.7K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.28K- 24.37% |
$272K - $303K
|
7.08K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.67K- 16.6% |
$318K - $354K
|
13.4K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.9K- 7.71% |
$345K - $385K
|
34.7K
$3.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.06K- 14.57% |
$364K - $406K
|
17.9K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.18K- 0.27% |
$379K - $422K
|
1.18M
$135M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.24K- 3.99% |
$386K - $430K
|
77.9K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.25K- 6.84% |
$387K - $432K
|
44.3K
$5.05M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.28K- 53.79% |
$391K - $436K
|
2.82K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.31K- 5.32% |
$394K - $439K
|
58.9K
$6.72M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.38K- 36.91% |
$402K - $448K
|
5.77K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.65K- 66.35% |
$435K - $485K
|
1.85K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.11K- 7.34% |
$490K - $546K
|
51.9K
$5.93M
|