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 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.64% |
$238 - $266
|
316
$37.7K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.0% |
$238 - $266
|
202
$24.1K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.19% |
$119 - $133
|
85
$10.1K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 1.96% |
$119 - $133
|
52
$6.2K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 0.39% |
$119 - $133
|
257
$30.7K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.12% |
$119 - $133
|
834
$99.5K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.83% |
$119 - $133
|
122
$14.6K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.66% |
$119 - $133
|
152
$18.1K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$119 - $133
|
213
$25.4K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.32% |
$119 - $133
|
311
$37.1K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.03% |
$119 - $133
|
3.44K
$411K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.06% |
$119 - $133
|
1.7K
$202K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.05% |
$119 - $133
|
2.2K
$263K
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-1- 0.06% |
$119 - $133
|
1.7K
$203K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4- 0.2% |
$477 - $531
|
2.04K
$243K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5- 0.13% |
$596 - $664
|
3.78K
$450K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 2.96% |
$715 - $797
|
197
$23.5K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6- 0.39% |
$715 - $797
|
1.54K
$184K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 46.67% |
$834 - $929
|
8
$954
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-14- 0.06% |
$1.67K - $1.86K
|
24.2K
$2.88M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-14- 0.41% |
$1.67K - $1.86K
|
3.39K
$405K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-16- 0.54% |
$1.91K - $2.12K
|
2.92K
$349K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 2.56% |
$1.91K - $2.12K
|
609
$72.6K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16- 0.17% |
$1.91K - $2.12K
|
9.17K
$1.09M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-17- 0.93% |
$2.03K - $2.26K
|
1.8K
$215K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.52% |
$2.38K - $2.66K
|
3.82K
$455K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-21- 5.34% |
$2.5K - $2.79K
|
372
$44.4K
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-22- 0.42% |
$2.62K - $2.92K
|
5.24K
$625K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-25- 1.07% |
$2.98K - $3.32K
|
2.31K
$276K
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-25- 0.88% |
$2.98K - $3.32K
|
2.8K
$334K
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-26- 1.57% |
$3.1K - $3.45K
|
1.63K
$194K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 5.6% |
$3.1K - $3.45K
|
438
$52.2K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-27- 0.62% |
$3.22K - $3.58K
|
4.3K
$513K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-30- 0.14% |
$3.57K - $3.98K
|
21.9K
$2.61M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 38.2% |
$4.05K - $4.51K
|
55
$6.56K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-34- 17.0% |
$4.05K - $4.51K
|
166
$19.8K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-35- 0.32% |
$4.17K - $4.65K
|
11K
$1.31M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-35- 1.5% |
$4.17K - $4.65K
|
2.29K
$273K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.34% |
$4.17K - $4.65K
|
10.4K
$1.24M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-38- 0.69% |
$4.53K - $5.04K
|
5.49K
$655K
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-40- 1.8% |
$4.77K - $5.31K
|
2.18K
$260K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 84.91% |
$5.36K - $5.97K
|
8
$954
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-46- 2.48% |
$5.48K - $6.11K
|
1.81K
$216K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-47- 1.9% |
$5.6K - $6.24K
|
2.42K
$289K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-47- 1.38% |
$5.6K - $6.24K
|
3.36K
$401K
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-49- 0.47% |
$5.84K - $6.51K
|
10.3K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-50- 1.42% |
$5.96K - $6.64K
|
3.47K
$414K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-56- 1.2% |
$6.67K - $7.43K
|
4.6K
$549K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-57- 0.79% |
$6.79K - $7.57K
|
7.15K
$852K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-59- 0.39% |
$7.03K - $7.83K
|
15.2K
$1.81M
|