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 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.22% |
$1.79K - $1.99K
|
6.97K
$791K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
13+ 162.5% |
$1.55K - $1.73K
|
21
$2.38K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
13+ 0.41% |
$1.55K - $1.73K
|
3.15K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.44% |
$953 - $1.06K
|
1.81K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.32% |
$119 - $133
|
311
$35.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$119 - $133
|
213
$24.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5- 0.13% |
$596 - $664
|
3.78K
$428K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 5.6% |
$3.1K - $3.45K
|
438
$49.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-26- 1.57% |
$3.1K - $3.45K
|
1.63K
$184K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 38.2% |
$4.05K - $4.51K
|
55
$6.24K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-34- 17.0% |
$4.05K - $4.51K
|
166
$18.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.34% |
$4.17K - $4.65K
|
10.4K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-35- 0.32% |
$4.17K - $4.65K
|
11K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-47- 1.38% |
$5.6K - $6.24K
|
3.36K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-70- 1.1% |
$8.34K - $9.29K
|
6.32K
$716K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-72- 5.95% |
$8.58K - $9.56K
|
1.14K
$129K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-108- 1.03% |
$12.9K - $14.3K
|
10.4K
$1.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-142- 28.8% |
$16.9K - $18.9K
|
351
$39.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-150- 1.18% |
$17.9K - $19.9K
|
12.6K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-150- 7.62% |
$17.9K - $19.9K
|
1.82K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-157- 3.9% |
$18.7K - $20.8K
|
3.87K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-162- 7.81% |
$19.3K - $21.5K
|
1.91K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-170- 3.99% |
$20.3K - $22.6K
|
4.09K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-180- 6.77% |
$21.4K - $23.9K
|
2.48K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-210- 1.51% |
$25K - $27.9K
|
13.7K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-233- 19.07% |
$27.8K - $30.9K
|
989
$112K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-243- 74.54% |
$29K - $32.3K
|
83
$9.41K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-269- 29.92% |
$32K - $35.7K
|
630
$71.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-331- 9.06% |
$39.4K - $43.9K
|
3.32K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-357- 17.25% |
$42.5K - $47.4K
|
1.71K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-365- 5.5% |
$43.5K - $48.5K
|
6.27K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-379- 3.36% |
$45.2K - $50.3K
|
10.9K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-380- 7.6% |
$45.3K - $50.4K
|
4.62K
$524K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-612- 2.71% |
$72.9K - $81.2K
|
21.9K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-623- 6.83% |
$74.2K - $82.7K
|
8.5K
$964K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-652- 8.8% |
$77.7K - $86.6K
|
6.76K
$766K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-705- 2.13% |
$84K - $93.6K
|
32.4K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-828- 3.23% |
$98.6K - $110K
|
24.8K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-1.03K- 11.73% |
$123K - $137K
|
7.74K
$878K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1.35K- 7.6% |
$161K - $180K
|
16.4K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.38K- 17.3% |
$165K - $184K
|
6.61K
$750K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.78K- 14.84% |
$212K - $236K
|
10.2K
$1.16M
|
|
|
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
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.1K- 9.35% |
$250K - $278K
|
20.3K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.28K- 24.37% |
$272K - $303K
|
7.08K
$803K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.06K- 14.57% |
$364K - $406K
|
17.9K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.12K- 31.5% |
$491K - $548K
|
8.97K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-4.29K- 4.93% |
$512K - $570K
|
82.7K
$9.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.83K- 10.47% |
$575K - $641K
|
41.3K
$4.68M
|