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
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
41+ 0.63% |
$4.85K - $5.32K
|
6.53K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
40+ 1.88% |
$4.73K - $5.19K
|
2.17K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.08% |
$4.14K - $4.54K
|
45.1K
$5.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
35+ 1.36% |
$4.14K - $4.54K
|
2.61K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
34+ 1.82% |
$4.02K - $4.41K
|
1.9K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
32+ 0.8% |
$3.79K - $4.15K
|
4.03K
$521K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30+ 0.57% |
$3.55K - $3.89K
|
5.29K
$684K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.68% |
$3.55K - $3.89K
|
4.45K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30+ 0.13% |
$3.55K - $3.89K
|
23.6K
$3.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.57% |
$3.08K - $3.37K
|
1.68K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.77% |
$3.08K - $3.37K
|
3.4K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.76% |
$2.96K - $3.24K
|
3.32K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.73% |
$2.96K - $3.24K
|
3.47K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.59% |
$2.84K - $3.11K
|
4.12K
$533K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23+ 0.3% |
$2.72K - $2.98K
|
7.62K
$986K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.14% |
$2.25K - $2.46K
|
13.8K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$2.13K - $2.33K
|
18
$2.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
18+ 0.63% |
$2.13K - $2.33K
|
2.87K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.17% |
$2.01K - $2.2K
|
9.75K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
16+ 0.76% |
$1.89K - $2.07K
|
2.11K
$273K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15+ 0.36% |
$1.78K - $1.94K
|
4.14K
$536K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 2.42% |
$1.3K - $1.43K
|
466
$60.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.4% |
$1.18K - $1.3K
|
2.49K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.41% |
$1.07K - $1.17K
|
2.23K
$288K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.15% |
$1.07K - $1.17K
|
6.19K
$801K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8New |
$947 - $1.04K
|
8
$1.03K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8+ 0.39% |
$947 - $1.04K
|
2.08K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
8+ 0.33% |
$947 - $1.04K
|
2.45K
$317K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.32% |
$829 - $908
|
2.2K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.85% |
$710 - $778
|
711
$92K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 2.01% |
$710 - $778
|
304
$39.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.18% |
$592 - $648
|
2.85K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
5+ 0.24% |
$592 - $648
|
2.07K
$267K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
5New |
$592 - $648
|
5
$647
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.04% |
$473 - $519
|
11.3K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.22% |
$473 - $519
|
1.83K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.19% |
$473 - $519
|
2.07K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.3% |
$355 - $389
|
992
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.08% |
$355 - $389
|
3.65K
$472K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$355 - $389
|
909
$118K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$237 - $259
|
3.79K
$490K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.61% |
$237 - $259
|
332
$42.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 1.08% |
$237 - $259
|
187
$24.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.99% |
$237 - $259
|
205
$26.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.13% |
$237 - $259
|
1.48K
$192K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$237 - $259
|
11K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2+ 0.08% |
$237 - $259
|
2.44K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.12% |
$118 - $130
|
836
$108K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$118 - $130
|
216
$27.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.81% |
$118 - $130
|
124
$16K
|