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 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
169+ 1.18% |
$17.9K - $22.1K
|
14.4K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
166+ 0.33% |
$17.6K - $21.7K
|
51.2K
$6.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
157+ 0.83% |
$16.6K - $20.5K
|
19.1K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
151+ 106.34% |
$16K - $19.7K
|
293
$34.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
135+ 9.66% |
$14.3K - $17.6K
|
1.53K
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
134+ 5.85% |
$14.2K - $17.5K
|
2.43K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
133+ 5.76% |
$14.1K - $17.4K
|
2.44K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
132+ 4.38% |
$14K - $17.2K
|
3.15K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
124+ 4.55% |
$13.1K - $16.2K
|
2.85K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
118+ 1.38% |
$12.5K - $15.4K
|
8.67K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
112+ 0.47% |
$11.9K - $14.6K
|
23.8K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 44.92% |
$11.2K - $13.8K
|
342
$40.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
103+ 59.2% |
$10.9K - $13.4K
|
277
$33K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
102+ 4.31% |
$10.8K - $13.3K
|
2.47K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
102+ 2.18% |
$10.8K - $13.3K
|
4.77K
$569K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 13.37% |
$10.6K - $13.1K
|
848
$101K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 3.86% |
$10.6K - $13.1K
|
2.69K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
99+ 6.23% |
$10.5K - $12.9K
|
1.69K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
95+ 4.06% |
$10.1K - $12.4K
|
2.43K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
93+ 1.13% |
$9.85K - $12.1K
|
8.32K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92+ 1.93% |
$9.74K - $12K
|
4.87K
$581K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
91+ 5.31% |
$9.63K - $11.9K
|
1.8K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
90New |
$9.53K - $11.8K
|
90
$10.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88+ 4.03% |
$9.32K - $11.5K
|
2.27K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
85+ 4.44% |
$9K - $11.1K
|
2K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
84+ 3.39% |
$8.89K - $11K
|
2.56K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
76+ 0.54% |
$8.05K - $9.92K
|
14.2K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
73New |
$7.73K - $9.53K
|
73
$8.71K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$7.41K - $9.14K
|
70
$8.35K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.72% |
$7.41K - $9.14K
|
9.79K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
64+ 1.23% |
$6.78K - $8.36K
|
5.26K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
63+ 0.7% |
$6.67K - $8.23K
|
9.1K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 2.71% |
$5.29K - $6.53K
|
1.89K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
49+ 0.1% |
$5.19K - $6.4K
|
49.3K
$5.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
47+ 0.79% |
$4.98K - $6.14K
|
6.03K
$719K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
44+ 0.78% |
$4.66K - $5.74K
|
5.65K
$674K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
39+ 1.35% |
$4.13K - $5.09K
|
2.93K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36+ 1.1% |
$3.81K - $4.7K
|
3.31K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
35+ 1.24% |
$3.71K - $4.57K
|
2.85K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
34New |
$3.6K - $4.44K
|
34
$4.06K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
32New |
$3.39K - $4.18K
|
32
$3.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30+ 0.76% |
$3.18K - $3.92K
|
4K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
29+ 3.02% |
$3.07K - $3.79K
|
989
$118K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.47% |
$2.96K - $3.66K
|
5.93K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 25.0% |
$2.96K - $3.66K
|
140
$16.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.75K - $3.39K
|
26
$3.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.78% |
$2.75K - $3.39K
|
3.37K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 16.67% |
$2.54K - $3.13K
|
168
$20K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
24+ 28.92% |
$2.54K - $3.13K
|
107
$12.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22+ 0.36% |
$2.33K - $2.87K
|
6.18K
$738K
|