Purchases and Sales Made in Q2 2025 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.72KNew |
$288K - $355K
|
2.72K
$324K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.61KNew |
$277K - $341K
|
2.61K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.58KNew |
$273K - $336K
|
2.58K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.57K+ 9.59% |
$272K - $335K
|
29.3K
$3.5M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.56K+ 12.47% |
$271K - $334K
|
23.1K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.48K+ 11.68% |
$263K - $324K
|
23.7K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.47K+ 20.75% |
$261K - $322K
|
14.4K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.4KNew |
$254K - $313K
|
2.4K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.38KNew |
$252K - $310K
|
2.38K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.32K+ 228.53% |
$245K - $302K
|
3.33K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.23K+ 84.31% |
$236K - $291K
|
4.88K
$581K
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.18K+ 4.41% |
$231K - $285K
|
51.6K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.17K+ 1.55% |
$229K - $283K
|
142K
$16.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.16K+ 17.4% |
$229K - $283K
|
14.6K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 6.08% |
$223K - $275K
|
36.8K
$4.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.07K+ 25.53% |
$219K - $270K
|
10.2K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93KNew |
$204K - $252K
|
1.93K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.86KNew |
$196K - $242K
|
1.86K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.85K+ 11.56% |
$196K - $241K
|
17.8K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.8K+ 8.61% |
$190K - $235K
|
22.7K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 14.42% |
$186K - $229K
|
13.9K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 30.33% |
$183K - $226K
|
7.44K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.71KNew |
$181K - $223K
|
1.71K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.69KNew |
$178K - $220K
|
1.69K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 0.53% |
$177K - $218K
|
319K
$38M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 40.76% |
$176K - $218K
|
5.76K
$687K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61K+ 7.32% |
$170K - $210K
|
23.5K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.59KNew |
$169K - $208K
|
1.59K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.56K+ 44.01% |
$165K - $203K
|
5.09K
$607K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.53K+ 3.05% |
$162K - $200K
|
51.7K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 17.88% |
$159K - $196K
|
9.89K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.47K+ 6.12% |
$156K - $192K
|
25.6K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.32K+ 25.21% |
$140K - $172K
|
6.56K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.28K+ 24.1% |
$135K - $167K
|
6.59K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.21K+ 5.46% |
$128K - $158K
|
23.3K
$2.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.2K+ 4.5% |
$127K - $157K
|
27.9K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.18K+ 8.77% |
$125K - $154K
|
14.6K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.15K+ 11.02% |
$121K - $150K
|
11.5K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.1K+ 4.63% |
$117K - $144K
|
24.9K
$2.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 11.62% |
$116K - $143K
|
10.5K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.07K+ 2.66% |
$113K - $140K
|
41.3K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.06K+ 49.01% |
$112K - $139K
|
3.23K
$385K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
998+ 9.77% |
$106K - $130K
|
11.2K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
946+ 4.75% |
$100K - $124K
|
20.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
940+ 2.89% |
$99.5K - $123K
|
33.5K
$3.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
906New |
$95.9K - $118K
|
906
$108K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 45.0% |
$95.3K - $118K
|
2.9K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
890+ 10.75% |
$94.2K - $116K
|
9.17K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
843+ 3.49% |
$89.2K - $110K
|
25K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
840+ 7.13% |
$88.9K - $110K
|
12.6K
$1.51M
|