Vanguard Energy ETFVDEETF

13F holders, Q1 2025 (March 31)
695holders +2
62new positions
52sold out
5famous investors
$129.57avg. 13F price*

At the end of Q1 2025, 695 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, up 2 from Q4 2024. 62 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($279.6M), Morgan Stanley ($213.0M) and UBS Group AG ($155.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Energy ETF
CUSIP
92204A306
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 627Q1 2024Q2 2024: 625Q2 2024Q3 2024: 624Q3 2024Q4 2024: 693Q4 2024Q1 2025: 695Q1 2025Q2 2025: 648Q2 2025Q3 2025: 636Q3 2025Q4 2025: 668Q4 2025Q1 2026: 782Q1 2026Q2 2026: 765Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions62$30.5M
Exits52$65.3M

All 13F filers, Q4 2024 → Q1 2025: 885,076 shares bought and 2,948,331 shares sold, net −2,063,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 695 holders

Bank of America Corp. 0.02% Reduce -14.0% 2,155,332 $279.6M
Morgan Stanley 0.02% Reduce -2.1% 1,642,265 $213.0M
UBS Group AG 0.03% Reduce -12.0% 1,201,763 $155.9M
Wells Fargo & Company 0.04% Reduce -0.3% 1,177,695 $152.8M
Wealthfront Advisers LLC 0.32% Reduce -7.0% 908,019 $117.8M
Manufacturers Life Insurance Company, The 0.10% Reduce -8.5% 789,693 $102.4M
LPL Financial LLC 0.03% Add +1.1% 617,960 $80.2M
Envestnet Asset Management Inc. 0.02% Add +15.4% 553,439 $71.8M
Royal Bank of Canada 0.01% Add +1.2% 409,109 $53.1M
PGIM Custom Harvest LLC 1.20% Add +4.5% 386,629 $50.1M
SCS Capital Management LLC 0.55% Reduce -1.8% 335,025 $43.5M
Stifel Financial Corp. 0.04% Add +1.4% 317,021 $41.1M
Northwestern Mutual Wealth Management Co. 0.03% Add +0.8% 302,213 $39.2M
Cetera Investment Advisers 0.06% Add +6.1% 258,098 $33.5M
Raymond James Financial Inc. 0.01% Reduce -5.0% 249,976 $32.4M
Osaic Holdings, Inc. 0.07% Add +21.9% 227,483 $29.5M
Empower Advisory Group, LLC 0.10% Add +14.3% 226,060 $29.3M
HighTower Advisors, LLC 0.04% Add +7.1% 219,815 $28.5M
Cambridge Associates LLC /Ma/ 0.62% Add +61.1% 167,408 $21.7M
Corient Private Wealth LP 0.03% Reduce -3.7% 160,923 $20.9M
Greenwood Gearhart LLC 1.33% Add +10.5% 148,496 $19.3M
Ameriprise Financial Inc. 0.01% Reduce -27.5% 147,993 $19.2M
Commonwealth Equity Services, LLC 0.03% Add +5.0% 145,443 $18.9M
Evergreen Capital Management LLC 0.61% Add +2.5% 139,602 $18.1M
Rockefeller Capital Management L.P. 0.04% Add +8.1% 136,159 $17.7M
Zuckerman Investment Group, LLC 1.62% Reduce -4.9% 116,561 $15.1M
CMH Wealth Management LLC 3.78% Add +0.4% 116,407 $15.1M
JPMorgan Chase & Co. 0.00% Reduce -4.8% 115,569 $15.0M
TrueWealth Financial Partners 8.98% Reduce -5.0% 114,589 $14.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +8.2% 113,789 $14.8M
Estate Counselors, LLC 1.52% Add +0.4% 113,345 $14.7M
PNC Financial Services Group, Inc. 0.01% Reduce -5.6% 102,378 $13.3M
Greenline Partners, LLC 1.88% Add +1.2% 100,203 $13.0M
Allen Wealth Management, LLC 8.30% Add +3.6% 92,985 $12.1M
SWAN Capital LLC 5.42% Reduce -15.8% 90,422 $11.7M
Mercer Global Advisors Inc. 0.03% Add +0.8% 86,902 $11.3M
D.A. Davidson & Co. 0.09% Reduce -15.6% 84,448 $11.0M
Captrust Financial Advisors 0.03% Reduce -10.3% 83,393 $10.8M
Bfsg, LLC 1.31% Reduce -4.9% 82,735 $10.7M
M&T Bank Corp 0.04% Reduce -4.0% 77,888 $10.1M
CW Advisors, LLC 0.11% Add +764.3% 72,061 $9.4M
Creative Planning 0.01% Reduce -1.0% 67,590 $8.8M
Roundview Capital LLC 0.61% Reduce -0.7% 65,154 $8.5M
KCM Investment Advisors LLC 0.28% Reduce -5.3% 58,871 $7.6M
Truist Financial Corp. 0.01% Reduce -1.7% 58,281 $7.6M
Evelyn Partners Asset Management Ltd 2.10% Add +2.4% 58,223 $7.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +52.6% 55,590 $7.2M
Evolution Wealth Advisors, LLC 1.20% Reduce -1.9% 55,430 $7.2M
Atria Wealth Solutions, Inc. 0.09% Reduce -18.4% 54,776 $7.1M
Sanctuary Advisors, LLC 0.05% Reduce -16.8% 53,582 $7.0M
Avantax Advisory Services, Inc. 0.04% Reduce -2.2% 52,826 $6.9M
Ameritas Advisory Services, LLC 0.27% Reduce -7.3% 51,886 $6.7M
McKinley Carter Wealth Services, Inc. 0.41% Add +1.5% 51,073 $6.6M
Elgethun Capital Management 1.45% Add +3.9% 50,165 $6.5M
MML Investors Services, LLC 0.02% Add +0.7% 49,742 $6.5M
GoalFusion Wealth Management, LLC 3.51% Reduce -2.8% 49,454 $6.4M
Pathstone Holdings, LLC 0.03% Add +1.1% 49,248 $6.4M
Accel Wealth Management 2.26% Add +1.0% 48,101 $6.2M
Goldman Sachs Group Inc. 0.00% Reduce -6.8% 44,260 $5.7M
Fifth Third Bancorp 0.02% Reduce -10.5% 41,285 $5.4M
Strengthening Families & Communities, LLC 3.21% Add +6.8% 40,482 $5.2M
Shilanski & Associates, Inc. 1.63% Add +7.6% 40,208 $5.2M
Beacon Capital Management, Inc. 0.25% Reduce -95.0% 43,568 $5.1M
Alaska Permanent Fund Corp 0.07% No change 43,000 $4.8M
Praetorian Wealth Management, Inc. 1.15% Add +7.0% 36,510 $4.7M
Kera Capital Partners, Inc. 1.38% Add +4.5% 35,788 $4.6M
Kestra Advisory Services, LLC 0.02% Reduce -12.9% 35,761 $4.6M
Syon Capital LLC 0.37% Reduce -29.3% 35,322 $4.6M
Foundations Investment Advisors, LLC 0.08% Add +1.4% 34,675 $4.5M
Lido Advisors, LLC 0.03% Reduce -7.7% 34,672 $4.5M
Keudell/Morrison Wealth Management 1.05% Reduce -1.3% 34,418 $4.5M
Montag A & Associates Inc. 0.22% Reduce -4.2% 34,350 $4.5M
Cerity Partners LLC 0.01% Reduce -1.4% 34,046 $4.4M
Delta Financial Group, Inc. 0.98% Add +13.3% 33,150 $4.3M
Tudor Investment Corporation 0.04% Reduce -62.4% 33,047 $4.3M
Twin Focus Capital Partners, LLC 0.66% Add +2.4% 32,977 $4.3M
Orion Porfolio Solutions, LLC 0.04% Add +20.9% 32,540 $4.2M
Orion Portfolio Solutions, LLC 0.04% Add +20.9% 32,540 $4.2M
Parallel Advisors, LLC 0.10% Reduce -2.1% 32,416 $4.2M
Axiom Financial Strategies, LLC 2.45% Reduce -4.2% 31,920 $4.1M
Atria Investments, Inc 0.05% Add +9.4% 31,896 $4.1M
Hollencrest Capital Management 0.18% Add +0.4% 31,766 $4.1M
Anchor Investment Management, LLC 0.38% Add +2.1% 31,247 $4.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +6.7% 31,013 $4.0M
Richmond Brothers, Inc. 2.53% Add +5.4% 30,806 $4.0M
Natixis Advisors, LLC 0.01% Add +26.9% 30,602 $4.0M
Centaurus Financial, Inc. 0.24% Add +1.5% 30,446 $3.9M
Family Firm, Inc. 0.83% Reduce -0.9% 28,765 $3.7M
Private Advisor Group, LLC 0.02% Reduce -6.7% 28,615 $3.7M
Callan Capital, LLC 0.27% Reduce -2.5% 28,080 $3.6M
Full Sail Capital, LLC 0.23% Reduce -0.5% 27,970 $3.6M
Boxwood Ventures, Inc. 5.13% No change 27,720 $3.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -7.6% 27,719 $3.6M
Geneos Wealth Management Inc. 0.12% Add +2.6% 27,713 $3.6M
Quantinno Capital Management LP 0.02% Add +102.3% 27,248 $3.5M
Blair William & Co. 0.01% Reduce -0.8% 27,184 $3.5M
LRI Investments, LLC 0.34% Add +5956.6% 26,770 $3.5M
Mariner, LLC 0.01% Add +5.2% 26,756 $3.5M
MassMutual Private Wealth & Trust, FSB 0.10% Add +4.2% 26,687 $3.5M
GWN Securities Inc. 0.19% New 28,014 $3.4M

"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.

Show all 695 holders