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 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.23K+ 105.62% |
$503K - $561K
|
8.23K
$940K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.09K+ 219.28% |
$488K - $544K
|
5.96K
$681K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.01K+ 3971.29% |
$478K - $533K
|
4.11K
$470K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$467K - $520K
|
3.92K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.89K+ 13.28% |
$463K - $516K
|
33.2K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.64K+ 137.77% |
$434K - $484K
|
6.29K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43K+ 150.64% |
$409K - $455K
|
5.71K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.39K+ 2.49% |
$404K - $450K
|
140K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.25K+ 17.08% |
$387K - $431K
|
22.3K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
3.24K+ 3.61% |
$386K - $430K
|
93K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.24KNew |
$385K - $429K
|
3.24K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.96KNew |
$353K - $393K
|
2.96K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.83K+ 7.56% |
$337K - $375K
|
40.2K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 9.42% |
$327K - $364K
|
31.9K
$3.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.74K+ 17.7% |
$326K - $363K
|
18.2K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.63KNew |
$313K - $349K
|
2.63K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.59K+ 6.84% |
$309K - $344K
|
40.5K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$307K - $342K
|
2.58K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.55K+ 67.85% |
$303K - $338K
|
6.3K
$720K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 154.51% |
$296K - $330K
|
4.09K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.37K+ 6.95% |
$283K - $315K
|
36.5K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.37KNew |
$282K - $314K
|
2.37K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.37KNew |
$282K - $314K
|
2.37K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.37KNew |
$282K - $314K
|
2.37K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.36K+ 0.79% |
$282K - $314K
|
302K
$34.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.22KNew |
$264K - $294K
|
2.22K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.17KNew |
$258K - $287K
|
2.17K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.13K+ 80.36% |
$254K - $283K
|
4.78K
$545K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.12K+ 67.75% |
$252K - $281K
|
5.24K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.08KNew |
$248K - $276K
|
2.08K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 6.72% |
$233K - $259K
|
31K
$3.54M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
1.94KNew |
$231K - $258K
|
1.94K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.91K+ 18.71% |
$227K - $253K
|
12.1K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.89K+ 3.92% |
$225K - $251K
|
50.2K
$5.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 8.59% |
$223K - $249K
|
23.7K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.87KNew |
$223K - $248K
|
1.87K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.87KNew |
$222K - $248K
|
1.87K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 31.62% |
$222K - $247K
|
7.75K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.85KNew |
$221K - $246K
|
1.85K
$212K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.81KNew |
$216K - $241K
|
1.81K
$207K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.79K+ 55.33% |
$213K - $237K
|
5.01K
$572K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78KNew |
$212K - $237K
|
1.78K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.74KNew |
$208K - $232K
|
1.74K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71KNew |
$203K - $227K
|
1.71K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.7KNew |
$203K - $226K
|
1.7K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65KNew |
$197K - $219K
|
1.65K
$188K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.64KNew |
$196K - $218K
|
1.64K
$188K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.63KNew |
$195K - $217K
|
1.63K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.61KNew |
$192K - $214K
|
1.61K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.6KNew |
$191K - $212K
|
1.6K
$183K
|