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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
39+ 1.35% |
$4.13K - $5.09K
|
2.93K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36+ 1.1% |
$3.81K - $4.7K
|
3.31K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
35+ 1.24% |
$3.71K - $4.57K
|
2.85K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
34New |
$3.6K - $4.44K
|
34
$4.29K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
32New |
$3.39K - $4.18K
|
32
$4.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30+ 0.76% |
$3.18K - $3.92K
|
4K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
29+ 3.02% |
$3.07K - $3.79K
|
989
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 25.0% |
$2.96K - $3.66K
|
140
$17.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.47% |
$2.96K - $3.66K
|
5.93K
$749K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.75K - $3.39K
|
26
$3.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.78% |
$2.75K - $3.39K
|
3.37K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 16.67% |
$2.54K - $3.13K
|
168
$21.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
24+ 28.92% |
$2.54K - $3.13K
|
107
$13.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22+ 0.36% |
$2.33K - $2.87K
|
6.18K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
19+ 1.81% |
$2.01K - $2.48K
|
1.07K
$134K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
19+ 0.67% |
$2.01K - $2.48K
|
2.85K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.14% |
$2.01K - $2.48K
|
13.8K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18+ 0.64% |
$1.91K - $2.35K
|
2.83K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
18New |
$1.91K - $2.35K
|
18
$2.27K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17+ 0.2% |
$1.8K - $2.22K
|
8.52K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
16+ 0.77% |
$1.69K - $2.09K
|
2.1K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16+ 0.46% |
$1.69K - $2.09K
|
3.46K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
16New |
$1.69K - $2.09K
|
16
$2.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
16+ 0.28% |
$1.69K - $2.09K
|
5.79K
$730K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
15+ 0.62% |
$1.59K - $1.96K
|
2.44K
$308K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15+ 0.36% |
$1.59K - $1.96K
|
4.13K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 17.95% |
$1.48K - $1.83K
|
92
$11.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
12+ 0.53% |
$1.27K - $1.57K
|
2.27K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.23% |
$1.06K - $1.31K
|
4.31K
$543K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.76% |
$1.06K - $1.31K
|
1.33K
$168K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
9+ 2.61% |
$953 - $1.18K
|
354
$44.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9+ 0.11% |
$953 - $1.18K
|
8.23K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.24% |
$953 - $1.18K
|
3.78K
$477K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 36.36% |
$847 - $1.04K
|
30
$3.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.08% |
$741 - $914
|
9.26K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 4.12% |
$741 - $914
|
177
$22.3K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.09% |
$741 - $914
|
7.56K
$954K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
6+ 0.38% |
$635 - $783
|
1.59K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.21% |
$635 - $783
|
2.85K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.07% |
$529 - $653
|
7.05K
$889K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5New |
$529 - $653
|
5
$631
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.12% |
$423 - $522
|
3.33K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.19% |
$423 - $522
|
2.07K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.12% |
$423 - $522
|
3.4K
$429K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.48% |
$423 - $522
|
832
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
3+ 0.18% |
$318 - $392
|
1.71K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3+ 0.05% |
$318 - $392
|
6.08K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.13% |
$212 - $261
|
1.54K
$195K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.94% |
$212 - $261
|
215
$27.1K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2+ 0.78% |
$212 - $261
|
259
$32.7K
|