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 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-345- 70.55% |
$36.5K - $45K
|
144
$17.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 4.17% |
$37.1K - $45.7K
|
8.04K
$959K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-350- 6.53% |
$37.1K - $45.7K
|
5.01K
$598K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-368- 1.15% |
$39K - $48K
|
31.5K
$3.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-386- 3.69% |
$40.9K - $50.4K
|
10.1K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-388- 6.14% |
$41.1K - $50.7K
|
5.93K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-405- 5.23% |
$42.9K - $52.9K
|
7.34K
$875K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-414- 20.01% |
$43.8K - $54.1K
|
1.66K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-431- 19.42% |
$45.6K - $56.3K
|
1.79K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-448- 6.16% |
$47.4K - $58.5K
|
6.83K
$814K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-453- 1.42% |
$48K - $59.1K
|
31.5K
$3.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-462- 73.33% |
$48.9K - $60.3K
|
168
$20K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-462- 7.98% |
$48.9K - $60.3K
|
5.33K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-480- 3.88% |
$50.8K - $62.7K
|
11.9K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-485- 7.81% |
$51.3K - $63.3K
|
5.73K
$683K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-490- 14.82% |
$51.9K - $64K
|
2.82K
$336K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-514- 53.04% |
$54.4K - $67.1K
|
455
$54.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-515- 3.83% |
$54.5K - $67.2K
|
12.9K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-541- 90.77% |
$57.3K - $70.6K
|
55
$6.56K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-549- 3.93% |
$58.1K - $71.7K
|
13.4K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-566- 22.25% |
$59.9K - $73.9K
|
1.98K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-582- 3.21% |
$61.6K - $76K
|
17.6K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-595- 22.33% |
$63K - $77.7K
|
2.07K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-600- 17.14% |
$63.5K - $78.3K
|
2.9K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-637- 14.41% |
$67.4K - $83.2K
|
3.78K
$451K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-646- 1.88% |
$68.4K - $84.3K
|
33.7K
$4.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-670- 20.5% |
$70.9K - $87.5K
|
2.6K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-670- 16.04% |
$70.9K - $87.5K
|
3.51K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-699- 0.51% |
$74K - $91.3K
|
135K
$16.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-736- 23.43% |
$77.9K - $96.1K
|
2.41K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-742- 26.9% |
$78.6K - $96.9K
|
2.02K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-753- 30.02% |
$79.7K - $98.3K
|
1.76K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-782- 7.69% |
$82.8K - $102K
|
9.39K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-785- 7.37% |
$83.1K - $102K
|
9.87K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-860- 8.29% |
$91K - $112K
|
9.51K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-866- 8.52% |
$91.7K - $113K
|
9.3K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-874- 1.34% |
$92.5K - $114K
|
64.3K
$7.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-909- 74.81% |
$96.2K - $119K
|
306
$36.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-932- 4.07% |
$98.7K - $122K
|
22K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-940- 3.63% |
$99.5K - $123K
|
24.9K
$2.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-948- 5.65% |
$100K - $124K
|
15.8K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-981- 27.17% |
$104K - $128K
|
2.63K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-998- 16.74% |
$106K - $130K
|
4.96K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.07K- 4.94% |
$113K - $140K
|
20.6K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.12K- 37.64% |
$118K - $146K
|
1.85K
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.14K- 46.76% |
$121K - $149K
|
1.3K
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.19K- 4.89% |
$126K - $155K
|
23.1K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.19K- 8.0% |
$126K - $156K
|
13.7K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.2K- 8.97% |
$127K - $157K
|
12.2K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 2.51% |
$132K - $163K
|
48.5K
$5.78M
|