Purchases and Sales Made in Q3 2025 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
971+ 14.34% |
$115K - $126K
|
7.74K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
960+ 3.84% |
$114K - $124K
|
26K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
891+ 3.64% |
$105K - $116K
|
25.4K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
855+ 29.74% |
$101K - $111K
|
3.73K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
848+ 7.56% |
$100K - $110K
|
12.1K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
837+ 6.2% |
$99.1K - $109K
|
14.3K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
833+ 1.88% |
$98.6K - $108K
|
45.2K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
820+ 29.88% |
$97.1K - $106K
|
3.56K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
770+ 23.87% |
$91.1K - $99.8K
|
4K
$517K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
725+ 3.52% |
$85.8K - $94K
|
21.3K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
694+ 3.16% |
$82.1K - $90K
|
22.7K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
693+ 8.05% |
$82K - $89.8K
|
9.31K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
691+ 1.75% |
$81.8K - $89.6K
|
40.1K
$5.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
687+ 6.55% |
$81.3K - $89.1K
|
11.2K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
687+ 21.84% |
$81.3K - $89.1K
|
3.83K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
610+ 13.19% |
$72.2K - $79.1K
|
5.24K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
609New |
$72.1K - $79K
|
609
$78.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
609+ 8.18% |
$72.1K - $79K
|
8.06K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
596+ 2.06% |
$70.5K - $77.3K
|
29.6K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
596+ 34.17% |
$70.5K - $77.3K
|
2.34K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
593+ 26.13% |
$70.2K - $76.9K
|
2.86K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
584+ 77.87% |
$69.1K - $75.7K
|
1.33K
$173K
|
|
|
Nov 13, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
555+ 14.98% |
$65.7K - $72K
|
4.26K
$551K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
549+ 187.37% |
$65K - $71.2K
|
842
$109K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 909.09% |
$59.2K - $64.8K
|
555
$71.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
452New |
$53.5K - $58.6K
|
452
$58.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
424+ 1.1% |
$50.2K - $55K
|
38.9K
$5.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
423New |
$50.1K - $54.8K
|
423
$54.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
423+ 4.55% |
$50.1K - $54.8K
|
9.72K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
407+ 1.46% |
$48.2K - $52.8K
|
28.3K
$3.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
407+ 3.73% |
$48.2K - $52.8K
|
11.3K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
384+ 15.55% |
$45.5K - $49.8K
|
2.85K
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 25.07% |
$45.5K - $49.8K
|
1.92K
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
383+ 2.18% |
$45.3K - $49.7K
|
17.9K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
370+ 3.98% |
$43.8K - $48K
|
9.66K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
367+ 254.86% |
$43.4K - $47.6K
|
511
$66.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
363+ 12.52% |
$43K - $47.1K
|
3.26K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
351+ 6.21% |
$41.5K - $45.5K
|
6K
$776K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
349+ 1.09% |
$41.3K - $45.2K
|
32.3K
$4.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 5.01% |
$39.2K - $42.9K
|
6.94K
$897K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
315+ 1.33% |
$37.3K - $40.8K
|
24.1K
$3.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
315+ 1.23% |
$37.3K - $40.8K
|
25.9K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
312+ 3.77% |
$36.9K - $40.5K
|
8.59K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
295+ 2.9% |
$34.9K - $38.2K
|
10.5K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
289New |
$34.2K - $37.5K
|
289
$37.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
282+ 11.82% |
$33.4K - $36.6K
|
2.67K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
272+ 10.49% |
$32.2K - $35.3K
|
2.87K
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$31.7K - $34.7K
|
268
$34.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
262New |
$31K - $34K
|
262
$33.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
262+ 3.15% |
$31K - $34K
|
8.58K
$1.11M
|