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 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 5.41% |
$212 - $261
|
39
$4.92K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$106 - $131
|
7.6K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1+ 0.83% |
$106 - $131
|
122
$15.4K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.45% |
$106 - $131
|
70
$8.83K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.82% |
$106 - $131
|
123
$15.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.12% |
$106 - $131
|
835
$105K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $131
|
5.47K
$689K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.18% |
$106 - $131
|
86
$10.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$106 - $131
|
9.61K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$106 - $131
|
921
$116K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.56% |
$106 - $131
|
65
$8.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.5% |
$106 - $131
|
203
$25.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.54% |
$106 - $131
|
185
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$106 - $131
|
698
$88.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 0.4% |
$212 - $261
|
499
$63K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 0.42% |
$318 - $392
|
705
$88.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3- 0.13% |
$318 - $392
|
2.33K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5- 0.18% |
$529 - $653
|
2.75K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$741 - $914
|
3.9K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 3.22% |
$1.06K - $1.31K
|
301
$38K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-12- 0.12% |
$1.27K - $1.57K
|
9.84K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14- 0.37% |
$1.48K - $1.83K
|
3.81K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.19% |
$1.8K - $2.22K
|
9K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-18- 0.82% |
$1.91K - $2.35K
|
2.18K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-18- 3.05% |
$1.91K - $2.35K
|
572
$72.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-18- 0.39% |
$1.91K - $2.35K
|
4.59K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20- 0.39% |
$2.12K - $2.61K
|
5.09K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-21- 5.57% |
$2.22K - $2.74K
|
356
$44.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 0.44% |
$2.33K - $2.87K
|
4.94K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24- 1.29% |
$2.54K - $3.13K
|
1.83K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24- 0.61% |
$2.54K - $3.13K
|
3.92K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.42% |
$2.65K - $3.26K
|
6K
$757K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-25Closed |
$2.65K - $3.26K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-28- 1.37% |
$2.96K - $3.66K
|
2.01K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 1.9% |
$3.18K - $3.92K
|
1.55K
$195K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31- 43.06% |
$3.28K - $4.05K
|
41
$5.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-31- 43.66% |
$3.28K - $4.05K
|
40
$5.05K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-34- 0.98% |
$3.6K - $4.44K
|
3.45K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 0.38% |
$3.6K - $4.44K
|
8.92K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35- 33.33% |
$3.71K - $4.57K
|
70
$8.83K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-39- 0.57% |
$4.13K - $5.09K
|
6.77K
$854K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-41- 6.06% |
$4.34K - $5.35K
|
636
$80.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-45- 1.9% |
$4.76K - $5.88K
|
2.32K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-47- 1.48% |
$4.98K - $6.14K
|
3.14K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 12.63% |
$5.29K - $6.53K
|
346
$43.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-51- 0.7% |
$5.4K - $6.66K
|
7.21K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-52- 2.89% |
$5.51K - $6.79K
|
1.75K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 0.17% |
$5.93K - $7.31K
|
32.4K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-56- 9.66% |
$5.93K - $7.31K
|
524
$66.1K
|