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
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-45- 2.52% |
$5.33K - $5.83K
|
1.74K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45- 0.79% |
$5.33K - $5.83K
|
5.68K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-48- 0.76% |
$5.68K - $6.22K
|
6.29K
$813K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-50- 2.5% |
$5.92K - $6.48K
|
1.95K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-50- 0.95% |
$5.92K - $6.48K
|
5.24K
$678K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-51- 0.49% |
$6.04K - $6.61K
|
10.3K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-54- 1.0% |
$6.39K - $7K
|
5.35K
$692K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-57- 0.94% |
$6.75K - $7.39K
|
6.02K
$779K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-60- 0.61% |
$7.1K - $7.78K
|
9.78K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-60- 1.11% |
$7.1K - $7.78K
|
5.35K
$692K
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-61- 1.43% |
$7.22K - $7.91K
|
4.2K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-62- 1.25% |
$7.34K - $8.04K
|
4.9K
$634K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-62- 0.63% |
$7.34K - $8.04K
|
9.73K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-63- 1.65% |
$7.46K - $8.17K
|
3.75K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-67- 4.33% |
$7.93K - $8.69K
|
1.48K
$192K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-67- 1.85% |
$7.93K - $8.69K
|
3.55K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-70- 2.98% |
$8.29K - $9.08K
|
2.28K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-73- 0.56% |
$8.64K - $9.46K
|
12.9K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-75- 3.3% |
$8.88K - $9.72K
|
2.2K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76- 14.5% |
$9K - $9.85K
|
448
$57.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-80- 3.04% |
$9.47K - $10.4K
|
2.55K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-81- 4.21% |
$9.59K - $10.5K
|
1.84K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-81- 0.7% |
$9.59K - $10.5K
|
11.5K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83- 1.68% |
$9.82K - $10.8K
|
4.86K
$629K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-85- 14.86% |
$10.1K - $11K
|
487
$63K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-92- 2.71% |
$10.9K - $11.9K
|
3.31K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-94- 55.95% |
$11.1K - $12.2K
|
74
$9.57K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-100- 2.89% |
$11.8K - $13K
|
3.36K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-100- 3.57% |
$11.8K - $13K
|
2.7K
$349K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-104- 5.94% |
$12.3K - $13.5K
|
1.65K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-106- 3.02% |
$12.5K - $13.7K
|
3.4K
$440K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-108- 4.6% |
$12.8K - $14K
|
2.24K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-109- 2.14% |
$12.9K - $14.1K
|
4.98K
$644K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-112- 5.41% |
$13.3K - $14.5K
|
1.96K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-120- 1.22% |
$14.2K - $15.6K
|
9.75K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-133- 3.16% |
$15.7K - $17.2K
|
4.08K
$528K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-136- 16.35% |
$16.1K - $17.6K
|
696
$90K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-139- 1.01% |
$16.5K - $18K
|
13.6K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-152- 13.01% |
$18K - $19.7K
|
1.02K
$131K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-165- 1.16% |
$19.5K - $21.4K
|
14K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-170- 2.38% |
$20.1K - $22K
|
6.98K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-175- 3.2% |
$20.7K - $22.7K
|
5.29K
$684K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-182- 5.14% |
$21.5K - $23.6K
|
3.36K
$434K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-192- 3.05% |
$22.7K - $24.9K
|
6.11K
$791K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-192- 53.93% |
$22.7K - $24.9K
|
164
$21.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-195- 6.83% |
$23.1K - $25.3K
|
2.66K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-198- 4.3% |
$23.4K - $25.7K
|
4.4K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-210- 0.79% |
$24.9K - $27.2K
|
26.2K
$3.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-235- 8.65% |
$27.8K - $30.5K
|
2.48K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-236- 0.48% |
$27.9K - $30.6K
|
49.1K
$6.35M
|