Institutional Ownership Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE). We have compiled data on the 699 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
78,758
shares
|
$9.8 Million
0.03% of portfolio
|
Q3 2023
Added 6.16%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
70,036
shares
|
$8.72 Million
0.64% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
68,530
shares
|
$8.53 Million
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
67,147
shares
|
$8.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
66,741
shares
|
$8.31 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
64,363
shares
|
$8.01 Million
0.05% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
59,265
shares
|
$7.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
56,520
shares
|
$7.03 Million
1.18% of portfolio
|
Q4 2024
Added 89.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
55,996
shares
|
$6.97 Million
0.24% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
54,985
shares
|
$6.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
52,611
shares
|
$6.55 Million
0.04% of portfolio
|
Q2 2023
Reduced 96.16%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
52,000
shares
|
$6.47 Million
2.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
51,188
shares
|
$6.37 Million
0.23% of portfolio
|
Q4 2023
Added 55.25%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
50,880
shares
|
$6.33 Million
3.37% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
50,652
shares
|
$6.3 Million
0.55% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
50,338
shares
|
$6.27 Million
0.38% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
48,773
shares
|
$6.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.46%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
47,627
shares
|
$5.93 Million
2.25% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
47,168
shares
|
$5.87 Million
0.08% of portfolio
|
Q4 2024
Added 524.49%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
46,835
shares
|
$5.83 Million
1.66% of portfolio
|
Q2 2022
Added 0.68%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
46,288
shares
|
$5.76 Million
1.47% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
46,114
shares
|
$5.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
43,000
shares
|
$5.35 Million
0.08% of portfolio
|
Q2 2024
Reduced 52.22%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,132
shares
|
$5.24 Million
0.49% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
41,910
shares
|
$5.22 Million
0.15% of portfolio
|
Q4 2024
Added 40.99%
|