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 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.6KNew |
$191K - $212K
|
1.6K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.6KNew |
$190K - $212K
|
1.6K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59KNew |
$189K - $211K
|
1.59K
$181K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.57K+ 5.38% |
$188K - $209K
|
30.8K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.57KNew |
$187K - $208K
|
1.57K
$179K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.56K+ 140.96% |
$186K - $207K
|
2.67K
$304K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.56K+ 4.55% |
$185K - $207K
|
35.8K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.5K+ 22.24% |
$178K - $199K
|
8.22K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 5.16% |
$157K - $174K
|
26.8K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.24K+ 78.31% |
$148K - $165K
|
2.83K
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.23K+ 9.66% |
$147K - $163K
|
14K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.17K+ 1.18% |
$139K - $155K
|
100K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.12K+ 7.41% |
$134K - $149K
|
16.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.11K+ 15.53% |
$132K - $147K
|
8.22K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.1K+ 65.67% |
$131K - $146K
|
2.77K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.09K+ 15.05% |
$130K - $145K
|
8.35K
$953K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.07K+ 4.18% |
$128K - $142K
|
26.7K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.07K+ 5.36% |
$128K - $142K
|
21K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.05KNew |
$125K - $139K
|
1.05K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.01KNew |
$120K - $134K
|
1.01K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1K+ 52.93% |
$119K - $133K
|
2.89K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1K+ 48.8% |
$119K - $133K
|
3.05K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
993+ 28.57% |
$118K - $132K
|
4.47K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
974+ 45.62% |
$116K - $129K
|
3.11K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
872+ 4.42% |
$104K - $116K
|
20.6K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
846+ 4.41% |
$101K - $112K
|
20K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
811New |
$96.6K - $108K
|
811
$92.6K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
807+ 7.47% |
$96.1K - $107K
|
11.6K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
805+ 12.44% |
$95.9K - $107K
|
7.28K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
788+ 2.92% |
$93.9K - $105K
|
27.8K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
767+ 2.38% |
$91.4K - $102K
|
33K
$3.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
750+ 16.27% |
$89.4K - $99.6K
|
5.36K
$612K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
748New |
$89.1K - $99.3K
|
748
$85.4K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
748+ 16.4% |
$89.1K - $99.3K
|
5.31K
$606K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
735+ 1.46% |
$87.6K - $97.6K
|
51.1K
$5.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
735+ 5.05% |
$87.6K - $97.6K
|
15.3K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
729+ 37.6% |
$86.9K - $96.8K
|
2.67K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
728+ 13.48% |
$86.7K - $96.6K
|
6.13K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
717+ 5.63% |
$85.4K - $95.2K
|
13.5K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
709+ 3.69% |
$84.5K - $94.1K
|
19.9K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
658+ 9.32% |
$78.4K - $87.4K
|
7.72K
$881K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
654New |
$77.9K - $86.8K
|
654
$74.7K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
652+ 6.64% |
$77.7K - $86.6K
|
10.5K
$1.2M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
644+ 2.1% |
$76.7K - $85.5K
|
31.2K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
644+ 0.75% |
$76.7K - $85.5K
|
86.9K
$9.93M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
613+ 15.94% |
$73K - $81.4K
|
4.46K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
606+ 5.35% |
$72.2K - $80.5K
|
11.9K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
602New |
$71.7K - $79.9K
|
602
$68.8K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
592+ 3.16% |
$70.5K - $78.6K
|
19.3K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
591+ 3.52% |
$70.4K - $78.5K
|
17.4K
$1.99M
|