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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
590New |
$70.3K - $78.3K
|
590
$67.4K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
551+ 1.13% |
$65.6K - $73.2K
|
49.2K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
525+ 2.17% |
$62.5K - $69.7K
|
24.7K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
520+ 2.7% |
$62K - $69K
|
19.8K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
519+ 57.16% |
$61.8K - $68.9K
|
1.43K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
500New |
$59.6K - $66.4K
|
500
$57.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
497+ 6.3% |
$59.2K - $66K
|
8.39K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
482+ 8.2% |
$57.4K - $64K
|
6.36K
$726K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
477+ 2.05% |
$56.8K - $63.3K
|
23.7K
$2.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
474+ 1.0% |
$56.5K - $62.9K
|
48.1K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
465+ 0.41% |
$55.4K - $61.7K
|
113K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
463+ 1.35% |
$55.2K - $61.5K
|
34.7K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
452+ 0.39% |
$53.9K - $60K
|
116K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
442+ 1.47% |
$52.7K - $58.7K
|
30.4K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
410+ 14.8% |
$48.8K - $54.4K
|
3.18K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
408New |
$48.6K - $54.2K
|
408
$46.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
401+ 70.6% |
$47.8K - $53.2K
|
969
$111K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 7.7% |
$47.7K - $53.1K
|
5.59K
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
396+ 100.0% |
$47.2K - $52.6K
|
792
$90.5K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
372+ 10.0% |
$44.3K - $49.4K
|
4.09K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
366+ 11.22% |
$43.6K - $48.6K
|
3.63K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
361+ 1.73% |
$43K - $47.9K
|
21.3K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
358+ 0.72% |
$42.7K - $47.5K
|
49.7K
$5.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
351+ 4.84% |
$41.8K - $46.6K
|
7.6K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
345New |
$41.1K - $45.8K
|
345
$39.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
341New |
$40.6K - $45.3K
|
341
$38.9K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
340+ 13.19% |
$40.5K - $45.1K
|
2.92K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
330New |
$39.3K - $43.8K
|
330
$37.7K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
312+ 1.91% |
$37.2K - $41.4K
|
16.6K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
295+ 1.26% |
$35.1K - $39.2K
|
23.8K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
291+ 13.31% |
$34.7K - $38.6K
|
2.48K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
286+ 3.28% |
$34.1K - $38K
|
9.02K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
283+ 6.86% |
$33.7K - $37.6K
|
4.41K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
273+ 11.51% |
$32.5K - $36.2K
|
2.65K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$31.9K - $35.6K
|
268
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
264+ 12.73% |
$31.5K - $35K
|
2.34K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
256+ 984.62% |
$30.5K - $34K
|
282
$32.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
254New |
$30.3K - $33.7K
|
254
$29K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
247+ 4.99% |
$29.4K - $32.8K
|
5.2K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
239+ 4.31% |
$28.5K - $31.7K
|
5.79K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
233+ 17.18% |
$27.8K - $30.9K
|
1.59K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
206+ 182.3% |
$24.5K - $27.3K
|
319
$36.4K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
204+ 14.84% |
$24.3K - $27.1K
|
1.58K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
203+ 7.27% |
$24.2K - $27K
|
3K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
193+ 6.84% |
$23K - $25.6K
|
3.01K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
189+ 10.58% |
$22.5K - $25.1K
|
1.98K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
188New |
$22.4K - $25K
|
188
$21.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
186+ 28.48% |
$22.2K - $24.7K
|
839
$95.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
183+ 0.8% |
$21.8K - $24.3K
|
22.9K
$2.62M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
173+ 2.93% |
$20.6K - $23K
|
6.08K
$694K
|