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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-267- 4.66% |
$31.8K - $35.4K
|
5.46K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-269- 29.92% |
$32K - $35.7K
|
630
$72K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-274- 2.27% |
$32.6K - $36.4K
|
11.8K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-275- 11.46% |
$32.8K - $36.5K
|
2.13K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-276- 0.95% |
$32.9K - $36.6K
|
28.8K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-278- 11.36% |
$33.1K - $36.9K
|
2.17K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-302- 15.74% |
$36K - $40.1K
|
1.62K
$185K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-304- 4.62% |
$36.2K - $40.4K
|
6.27K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-318- 10.93% |
$37.9K - $42.2K
|
2.59K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-324- 4.88% |
$38.6K - $43K
|
6.32K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-328- 10.68% |
$39.1K - $43.5K
|
2.74K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-330- 17.22% |
$39.3K - $43.8K
|
1.59K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-331- 9.06% |
$39.4K - $43.9K
|
3.32K
$379K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-348- 11.43% |
$41.5K - $46.2K
|
2.7K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-357- 17.25% |
$42.5K - $47.4K
|
1.71K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-358- 10.68% |
$42.7K - $47.5K
|
3K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-365- 5.5% |
$43.5K - $48.5K
|
6.27K
$717K
|
|
|
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
$528K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-388- 1.83% |
$46.2K - $51.5K
|
20.9K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-396- 50.0% |
$47.2K - $52.6K
|
396
$45.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-400- 3.9% |
$47.7K - $53.1K
|
9.86K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-413- 7.45% |
$49.2K - $54.8K
|
5.13K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-414- 19.38% |
$49.3K - $55K
|
1.72K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-434- 15.12% |
$51.7K - $57.6K
|
2.44K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-442- 1.96% |
$52.7K - $58.7K
|
22.2K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-465- 1.33% |
$55.4K - $61.7K
|
34.4K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-469- 1.36% |
$55.9K - $62.3K
|
34K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-470- 14.01% |
$56K - $62.4K
|
2.89K
$329K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-484- 2.56% |
$57.7K - $64.3K
|
18.5K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-487- 0.74% |
$58K - $64.7K
|
65.2K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-490- 16.03% |
$58.4K - $65.1K
|
2.57K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-496- 13.54% |
$59.1K - $65.8K
|
3.17K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-512- 20.38% |
$61K - $68K
|
2K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-522- 3.56% |
$62.2K - $69.3K
|
14.1K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-553- 5.05% |
$65.9K - $73.4K
|
10.4K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-559- 9.27% |
$66.6K - $74.2K
|
5.47K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-568- 7.28% |
$67.7K - $75.4K
|
7.24K
$826K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-589- 14.48% |
$70.2K - $78.2K
|
3.48K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 10.76% |
$71.5K - $79.7K
|
4.98K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-603- 9.08% |
$71.8K - $80.1K
|
6.04K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-612- 2.71% |
$72.9K - $81.2K
|
21.9K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-623- 6.83% |
$74.2K - $82.7K
|
8.5K
$971K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-652- 8.8% |
$77.7K - $86.6K
|
6.76K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-693- 5.39% |
$82.6K - $92K
|
12.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-693- 1.01% |
$82.6K - $92K
|
67.6K
$7.72M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-697- 30.23% |
$83K - $92.5K
|
1.61K
$184K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-705- 2.13% |
$84K - $93.6K
|
32.4K
$3.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-715- 2.48% |
$85.2K - $94.9K
|
28.1K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-720- 41.55% |
$85.8K - $95.6K
|
1.01K
$116K
|