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
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.26K- 30.77% |
$133K - $164K
|
2.83K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.27K- 5.13% |
$135K - $166K
|
23.5K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.28K- 4.44% |
$135K - $167K
|
27.5K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.29K- 30.96% |
$136K - $168K
|
2.88K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.29K- 21.41% |
$137K - $169K
|
4.75K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.34K- 20.36% |
$142K - $175K
|
5.26K
$627K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-1.35K- 19.91% |
$142K - $176K
|
5.41K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 2.58% |
$144K - $178K
|
51.5K
$6.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-1.39K- 1.22% |
$147K - $181K
|
112K
$13.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.49K- 4.82% |
$157K - $194K
|
29.3K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 44.42% |
$158K - $195K
|
1.87K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.57K- 14.3% |
$166K - $205K
|
9.41K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.59K- 49.84% |
$168K - $207K
|
1.6K
$190K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.73K- 22.62% |
$183K - $225K
|
5.91K
$705K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.74K- 8.99% |
$184K - $227K
|
17.6K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.75K- 42.79% |
$185K - $228K
|
2.34K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.91K- 38.27% |
$202K - $249K
|
3.07K
$367K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.94K- 17.81% |
$205K - $253K
|
8.95K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.95K- 34.9% |
$207K - $255K
|
3.64K
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.96K- 4.84% |
$207K - $256K
|
38.5K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 9.65% |
$209K - $258K
|
18.5K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 6.97% |
$211K - $260K
|
26.6K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.03K- 4.93% |
$215K - $266K
|
39.3K
$4.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.1K- 1.85% |
$222K - $274K
|
112K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.18K- 26.57% |
$231K - $285K
|
6.04K
$720K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.35K- 42.02% |
$249K - $307K
|
3.24K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.41K- 53.9% |
$255K - $315K
|
2.06K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.44K- 75.27% |
$258K - $318K
|
800
$95.4K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.44K- 14.65% |
$258K - $318K
|
14.2K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.47K- 2.92% |
$261K - $322K
|
82K
$9.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.54K- 9.32% |
$269K - $331K
|
24.7K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.54K- 18.42% |
$269K - $332K
|
11.2K
$1.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-2.58K- 15.69% |
$273K - $337K
|
13.9K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 4.81% |
$282K - $348K
|
52.8K
$6.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.82K- 12.85% |
$298K - $368K
|
19.1K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.83K- 24.02% |
$300K - $370K
|
8.96K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.85K- 43.09% |
$302K - $372K
|
3.76K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.02K- 29.11% |
$320K - $395K
|
7.36K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.27K- 12.21% |
$346K - $427K
|
23.5K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.28K- 51.98% |
$347K - $428K
|
3.03K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.3K- 18.43% |
$350K - $431K
|
14.6K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.73K- 26.81% |
$395K - $487K
|
10.2K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.82K- 14.06% |
$405K - $499K
|
23.4K
$2.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.84K- 61.24% |
$407K - $502K
|
2.43K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.86K- 40.13% |
$408K - $504K
|
5.75K
$686K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.16K- 30.94% |
$441K - $543K
|
9.29K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-4.31K- 5.21% |
$456K - $562K
|
78.4K
$9.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.98K- 8.46% |
$527K - $650K
|
53.9K
$6.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.14K- 9.25% |
$544K - $671K
|
50.4K
$6.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.22K- 18.82% |
$552K - $681K
|
22.5K
$2.68M
|