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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
172+ 165.38% |
$20.5K - $22.8K
|
276
$31.5K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
166+ 4.15% |
$19.8K - $22K
|
4.16K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
165+ 4.22% |
$19.7K - $21.9K
|
4.08K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
162+ 1.22% |
$19.3K - $21.5K
|
13.5K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
161+ 1.68% |
$19.2K - $21.4K
|
9.72K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
137+ 0.73% |
$16.3K - $18.2K
|
18.9K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
135+ 0.43% |
$16.1K - $17.9K
|
31.8K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
129+ 6.17% |
$15.4K - $17.1K
|
2.22K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
126+ 5.09% |
$15K - $16.7K
|
2.6K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
124+ 15.58% |
$14.8K - $16.5K
|
920
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
120+ 1.45% |
$14.3K - $15.9K
|
8.39K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
119+ 216.36% |
$14.2K - $15.8K
|
174
$19.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
117+ 468.0% |
$13.9K - $15.5K
|
142
$16.2K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
115+ 3.67% |
$13.7K - $15.3K
|
3.25K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
115+ 1.74% |
$13.7K - $15.3K
|
6.74K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
114+ 5.02% |
$13.6K - $15.1K
|
2.39K
$272K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
114+ 8.89% |
$13.6K - $15.1K
|
1.4K
$160K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
112+ 1.4% |
$13.3K - $14.9K
|
8.13K
$928K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
109+ 27.81% |
$13K - $14.5K
|
501
$57.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
108+ 2.22% |
$12.9K - $14.3K
|
4.97K
$567K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 18.98% |
$12.9K - $14.3K
|
677
$77.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
106+ 1.1% |
$12.6K - $14.1K
|
9.7K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
105+ 1.52% |
$12.5K - $13.9K
|
7.01K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
104+ 4.67% |
$12.4K - $13.8K
|
2.33K
$266K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
100+ 2.94% |
$11.9K - $13.3K
|
3.5K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 14.29% |
$11.9K - $13.3K
|
800
$91.4K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100New |
$11.9K - $13.3K
|
100
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
97+ 3.39% |
$11.6K - $12.9K
|
2.96K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
96New |
$11.4K - $12.7K
|
96
$11K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
95+ 19.59% |
$11.3K - $12.6K
|
580
$66.2K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
91+ 1.32% |
$10.8K - $12.1K
|
6.98K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
91+ 2.02% |
$10.8K - $12.1K
|
4.61K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86+ 49.14% |
$10.2K - $11.4K
|
261
$29.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
85+ 0.57% |
$10.1K - $11.3K
|
14.9K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
85+ 1.44% |
$10.1K - $11.3K
|
5.98K
$683K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 1.35% |
$9.77K - $10.9K
|
6.16K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
80+ 1.59% |
$9.53K - $10.6K
|
5.11K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79+ 0.78% |
$9.41K - $10.5K
|
10.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
77New |
$9.17K - $10.2K
|
77
$8.79K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74+ 0.68% |
$8.82K - $9.82K
|
10.9K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
72New |
$8.58K - $9.56K
|
72
$8.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
71New |
$8.46K - $9.43K
|
71
$8.11K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
69+ 1.11% |
$8.22K - $9.16K
|
6.3K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 0.67% |
$7.74K - $8.63K
|
9.74K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.88% |
$6.91K - $7.7K
|
3.14K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 5.15% |
$6.79K - $7.57K
|
1.16K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 0.79% |
$6.67K - $7.43K
|
7.17K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
55New |
$6.55K - $7.3K
|
55
$6.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
51+ 0.39% |
$6.08K - $6.77K
|
13.1K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.37% |
$5.96K - $6.64K
|
13.7K
$1.57M
|