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 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 7.44% |
$23K - $28.3K
|
2.7K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-218- 2.38% |
$23.1K - $28.5K
|
8.96K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-227- 5.09% |
$24K - $29.6K
|
4.23K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-229- 2.25% |
$24.2K - $29.9K
|
9.96K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-249- 1.01% |
$26.4K - $32.5K
|
24.5K
$3.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-252- 9.68% |
$26.7K - $32.9K
|
2.35K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-252- 99.21% |
$26.7K - $32.9K
|
2
$252
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-263- 34.42% |
$27.8K - $34.3K
|
501
$63.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-264- 0.26% |
$27.9K - $34.5K
|
99.9K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-265- 4.02% |
$28.1K - $34.6K
|
6.33K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-270- 9.76% |
$28.6K - $35.3K
|
2.5K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-272- 17.28% |
$28.8K - $35.5K
|
1.3K
$164K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-305- 2.34% |
$32.3K - $39.8K
|
12.7K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-310- 4.45% |
$32.8K - $40.5K
|
6.66K
$840K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-310- 6.71% |
$32.8K - $40.5K
|
4.31K
$544K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-333- 9.18% |
$35.3K - $43.5K
|
3.3K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-338- 8.15% |
$35.8K - $44.1K
|
3.81K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-343- 14.16% |
$36.3K - $44.8K
|
2.08K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-344- 8.86% |
$36.4K - $44.9K
|
3.54K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-345- 70.55% |
$36.5K - $45K
|
144
$18.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-350- 6.53% |
$37.1K - $45.7K
|
5.01K
$632K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 4.17% |
$37.1K - $45.7K
|
8.04K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-368- 1.15% |
$39K - $48K
|
31.5K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-386- 3.69% |
$40.9K - $50.4K
|
10.1K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-388- 6.14% |
$41.1K - $50.7K
|
5.93K
$748K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-405- 5.23% |
$42.9K - $52.9K
|
7.34K
$925K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-414- 20.01% |
$43.8K - $54.1K
|
1.66K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-431- 19.42% |
$45.6K - $56.3K
|
1.79K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-448- 6.16% |
$47.4K - $58.5K
|
6.83K
$861K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-453- 1.42% |
$48K - $59.1K
|
31.5K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-462- 73.33% |
$48.9K - $60.3K
|
168
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-462- 7.98% |
$48.9K - $60.3K
|
5.33K
$672K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-480- 3.88% |
$50.8K - $62.7K
|
11.9K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-485- 7.81% |
$51.3K - $63.3K
|
5.73K
$722K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-490- 14.82% |
$51.9K - $64K
|
2.82K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-514- 53.04% |
$54.4K - $67.1K
|
455
$57.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-515- 3.83% |
$54.5K - $67.2K
|
12.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-541- 90.77% |
$57.3K - $70.6K
|
55
$6.94K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-549- 3.93% |
$58.1K - $71.7K
|
13.4K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-566- 22.25% |
$59.9K - $73.9K
|
1.98K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-582- 3.21% |
$61.6K - $76K
|
17.6K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-595- 22.33% |
$63K - $77.7K
|
2.07K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-600- 17.14% |
$63.5K - $78.3K
|
2.9K
$366K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-634- 78.18% |
$67.1K - $82.8K
|
177
$22.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-637- 14.41% |
$67.4K - $83.2K
|
3.78K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-646- 1.88% |
$68.4K - $84.3K
|
33.7K
$4.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-670- 20.5% |
$70.9K - $87.5K
|
2.6K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-670- 16.04% |
$70.9K - $87.5K
|
3.51K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-699- 0.51% |
$74K - $91.3K
|
135K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-736- 23.43% |
$77.9K - $96.1K
|
2.41K
$303K
|