Purchases and Sales Made in Q2 2025 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20.1K+ 1249.91% |
$2.13M - $2.63M
|
21.7K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10.6K+ 7.15% |
$1.12M - $1.39M
|
159K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.31KNew |
$668K - $823K
|
6.31K
$756K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.81K+ 94.67% |
$297K - $367K
|
5.78K
$693K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.74K+ 16.87% |
$290K - $357K
|
19K
$2.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.61KNew |
$277K - $341K
|
2.61K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.57K+ 9.59% |
$272K - $335K
|
29.3K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.56K+ 12.47% |
$271K - $334K
|
23.1K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.48K+ 11.68% |
$263K - $324K
|
23.7K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.18K+ 4.41% |
$231K - $285K
|
51.6K
$6.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.16K+ 17.4% |
$229K - $283K
|
14.6K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.71KNew |
$181K - $223K
|
1.71K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 40.76% |
$176K - $218K
|
5.76K
$691K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61K+ 7.32% |
$170K - $210K
|
23.5K
$2.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.32K+ 25.21% |
$140K - $172K
|
6.56K
$787K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.2K+ 4.5% |
$127K - $157K
|
27.9K
$3.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.18K+ 8.77% |
$125K - $154K
|
14.6K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.15K+ 11.02% |
$121K - $150K
|
11.5K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 11.62% |
$116K - $143K
|
10.5K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
998+ 9.77% |
$106K - $130K
|
11.2K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
843+ 3.49% |
$89.2K - $110K
|
25K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
782+ 3.94% |
$82.8K - $102K
|
20.6K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
641+ 2.87% |
$67.9K - $83.7K
|
23K
$2.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
612+ 7.99% |
$64.8K - $79.9K
|
8.28K
$993K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
572+ 62.86% |
$60.6K - $74.7K
|
1.48K
$178K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
565+ 0.61% |
$59.8K - $73.8K
|
93.6K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
536+ 2.77% |
$56.7K - $70K
|
19.9K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
481+ 13.83% |
$50.9K - $62.8K
|
3.96K
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
473+ 7.71% |
$50.1K - $61.8K
|
6.6K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
369+ 20.29% |
$39.1K - $48.2K
|
2.19K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
345+ 13.19% |
$36.5K - $45K
|
2.96K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
337+ 0.98% |
$35.7K - $44K
|
34.8K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
216+ 263.41% |
$22.9K - $28.2K
|
298
$35.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
166+ 0.33% |
$17.6K - $21.7K
|
51.2K
$6.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
135+ 9.66% |
$14.3K - $17.6K
|
1.53K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
132+ 4.38% |
$14K - $17.2K
|
3.15K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 44.92% |
$11.2K - $13.8K
|
342
$41K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 13.37% |
$10.6K - $13.1K
|
848
$102K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92+ 1.93% |
$9.74K - $12K
|
4.87K
$584K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
91+ 5.31% |
$9.63K - $11.9K
|
1.8K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88+ 4.03% |
$9.32K - $11.5K
|
2.27K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
85+ 4.44% |
$9K - $11.1K
|
2K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
76+ 0.54% |
$8.05K - $9.92K
|
14.2K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.72% |
$7.41K - $9.14K
|
9.79K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
47+ 0.79% |
$4.98K - $6.14K
|
6.03K
$723K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30+ 0.76% |
$3.18K - $3.92K
|
4K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.78% |
$2.75K - $3.39K
|
3.37K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 16.67% |
$2.54K - $3.13K
|
168
$20.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22+ 0.36% |
$2.33K - $2.87K
|
6.18K
$742K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.14% |
$2.01K - $2.48K
|
13.8K
$1.65M
|