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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-75- 0.45% |
$8.94K - $9.96K
|
16.8K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80- 0.39% |
$9.53K - $10.6K
|
20.5K
$2.34M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-80- 0.29% |
$9.53K - $10.6K
|
27.7K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-80- 10.3% |
$9.53K - $10.6K
|
697
$79.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-88- 47.57% |
$10.5K - $11.7K
|
97
$11.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-90- 1.16% |
$10.7K - $11.9K
|
7.66K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-93- 0.9% |
$11.1K - $12.3K
|
10.2K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-94- 1.11% |
$11.2K - $12.5K
|
8.41K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-98- 2.05% |
$11.7K - $13K
|
4.67K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-100- 2.0% |
$11.9K - $13.3K
|
4.9K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 1.87% |
$11.9K - $13.3K
|
5.24K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-102- 6.23% |
$12.2K - $13.5K
|
1.53K
$175K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-107- 6.49% |
$12.7K - $14.2K
|
1.54K
$176K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-108- 1.03% |
$12.9K - $14.3K
|
10.4K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-114- 9.79% |
$13.6K - $15.1K
|
1.05K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-114- 5.07% |
$13.6K - $15.1K
|
2.13K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-122- 0.88% |
$14.5K - $16.2K
|
13.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-123- 3.36% |
$14.7K - $16.3K
|
3.53K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-130- 13.57% |
$15.5K - $17.3K
|
828
$94.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-139- 6.38% |
$16.6K - $18.5K
|
2.04K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-140- 0.5% |
$16.7K - $18.6K
|
28K
$3.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-142- 28.8% |
$16.9K - $18.9K
|
351
$40.1K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-145- 6.66% |
$17.3K - $19.3K
|
2.03K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-146- 5.09% |
$17.4K - $19.4K
|
2.72K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-150- 7.62% |
$17.9K - $19.9K
|
1.82K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-150- 1.18% |
$17.9K - $19.9K
|
12.6K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-157- 3.9% |
$18.7K - $20.8K
|
3.87K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-162- 7.81% |
$19.3K - $21.5K
|
1.91K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-167- 6.0% |
$19.9K - $22.2K
|
2.62K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-170- 3.99% |
$20.3K - $22.6K
|
4.09K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-171- 0.7% |
$20.4K - $22.7K
|
24.3K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-177- 10.95% |
$21.1K - $23.5K
|
1.44K
$164K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-177- 5.26% |
$21.1K - $23.5K
|
3.19K
$364K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-180- 6.77% |
$21.4K - $23.9K
|
2.48K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-186- 3.77% |
$22.2K - $24.7K
|
4.75K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-190- 6.23% |
$22.6K - $25.2K
|
2.86K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-194- 5.52% |
$23.1K - $25.8K
|
3.32K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-204- 8.49% |
$24.3K - $27.1K
|
2.2K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-210- 0.77% |
$25K - $27.9K
|
27.2K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-210- 1.51% |
$25K - $27.9K
|
13.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-221- 6.29% |
$26.3K - $29.3K
|
3.29K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-233- 19.07% |
$27.8K - $30.9K
|
989
$113K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-235- 9.34% |
$28K - $31.2K
|
2.28K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-237- 39.77% |
$28.2K - $31.5K
|
359
$41K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-243- 3.55% |
$29K - $32.3K
|
6.6K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-243- 74.54% |
$29K - $32.3K
|
83
$9.48K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-244- 11.42% |
$29.1K - $32.4K
|
1.89K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-255- 1.57% |
$30.4K - $33.9K
|
16K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-257- 6.56% |
$30.6K - $34.1K
|
3.66K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-262- 4.05% |
$31.2K - $34.8K
|
6.21K
$709K
|