Purchases and Sales Made in Q1 2025 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
50+ 0.81% |
$5.96K - $6.64K
|
6.24K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.37% |
$5.96K - $6.64K
|
13.7K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
49+ 0.58% |
$5.84K - $6.51K
|
8.51K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 115.79% |
$5.24K - $5.84K
|
82
$9.81K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
43+ 0.72% |
$5.12K - $5.71K
|
5.98K
$716K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
42+ 0.3% |
$5K - $5.58K
|
14.3K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
40+ 0.72% |
$4.77K - $5.31K
|
5.61K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
35+ 0.17% |
$4.17K - $4.65K
|
20.5K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31+ 75.61% |
$3.69K - $4.12K
|
72
$8.61K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.17% |
$3.57K - $3.98K
|
18.2K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.44% |
$3.1K - $3.45K
|
5.91K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
24+ 0.72% |
$2.86K - $3.19K
|
3.34K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.32% |
$2.86K - $3.19K
|
7.45K
$891K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24+ 0.69% |
$2.86K - $3.19K
|
3.48K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
23+ 153.33% |
$2.74K - $3.05K
|
38
$4.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.32% |
$2.74K - $3.05K
|
7.26K
$868K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
21+ 5.9% |
$2.5K - $2.79K
|
377
$45.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.3% |
$2.38K - $2.66K
|
6.74K
$806K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 1.54% |
$2.38K - $2.66K
|
1.32K
$158K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
18+ 0.64% |
$2.14K - $2.39K
|
2.83K
$339K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 0.29% |
$2.14K - $2.39K
|
6.13K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
17+ 0.67% |
$2.03K - $2.26K
|
2.54K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16+ 16.67% |
$1.91K - $2.12K
|
112
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16+ 0.57% |
$1.91K - $2.12K
|
2.81K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
15New |
$1.79K - $1.99K
|
15
$1.79K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.22% |
$1.79K - $1.99K
|
6.97K
$834K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
13+ 162.5% |
$1.55K - $1.73K
|
21
$2.51K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
13+ 0.41% |
$1.55K - $1.73K
|
3.15K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
12+ 0.77% |
$1.43K - $1.59K
|
1.57K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.64% |
$1.31K - $1.46K
|
1.72K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.31% |
$1.19K - $1.33K
|
3.27K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.19K - $1.33K
|
10
$1.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.44% |
$953 - $1.06K
|
1.81K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$834 - $929
|
4.15K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
6+ 0.34% |
$715 - $797
|
1.75K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.18% |
$715 - $797
|
3.4K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.36% |
$715 - $797
|
1.67K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4+ 0.42% |
$477 - $531
|
960
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.19% |
$477 - $531
|
2.07K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 12.5% |
$477 - $531
|
36
$4.31K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4New |
$477 - $531
|
4
$479
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.04% |
$238 - $266
|
5.6K
$670K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.0% |
$238 - $266
|
202
$24.2K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 1.1% |
$238 - $266
|
184
$22K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.41% |
$238 - $266
|
489
$58.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.64% |
$238 - $266
|
316
$37.8K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.28% |
$238 - $266
|
708
$84.7K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.66% |
$119 - $133
|
152
$18.2K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.03% |
$119 - $133
|
3.44K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.12% |
$119 - $133
|
834
$99.8K
|