Purchases and Sales Made in Q4 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-375- 10.93% |
$43.8K - $51.3K
|
3.06K
$388K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-380- 1.99% |
$44.3K - $52K
|
18.7K
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-396- 1.77% |
$46.2K - $54.2K
|
21.9K
$2.79M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-401- 10.98% |
$46.8K - $54.8K
|
3.25K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-464- 80.42% |
$54.1K - $63.5K
|
113
$14.4K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-464- 11.73% |
$54.1K - $63.5K
|
3.49K
$443K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-468- 4.1% |
$54.6K - $64K
|
11K
$1.39M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-469- 7.8% |
$54.7K - $64.1K
|
5.54K
$704K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-488- 5.74% |
$56.9K - $66.7K
|
8.01K
$1.02M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-498- 4.93% |
$58.1K - $68.1K
|
9.61K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-516- 0.76% |
$60.2K - $70.6K
|
67.1K
$8.53M
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-537- 14.11% |
$62.7K - $73.5K
|
3.27K
$415K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-540- 5.46% |
$63K - $73.9K
|
9.36K
$1.19M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-557- 14.63% |
$65K - $76.2K
|
3.25K
$413K
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-564- 8.12% |
$65.8K - $77.1K
|
6.39K
$811K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-568- 9.02% |
$66.3K - $77.7K
|
5.73K
$728K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-592- 19.77% |
$69.1K - $81K
|
2.4K
$305K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-613- 11.7% |
$71.5K - $83.8K
|
4.63K
$587K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-626- 1.78% |
$73K - $85.6K
|
34.5K
$4.38M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-646- 13.39% |
$75.4K - $88.4K
|
4.18K
$530K
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-706- 1.39% |
$82.4K - $96.6K
|
49.9K
$6.34M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-716- 9.82% |
$83.5K - $97.9K
|
6.58K
$835K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-738- 6.12% |
$86.1K - $101K
|
11.3K
$1.44M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-747- 31.67% |
$87.2K - $102K
|
1.61K
$205K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-797- 27.18% |
$93K - $109K
|
2.14K
$271K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-811- 4.09% |
$94.6K - $111K
|
19K
$2.42M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-854- 26.55% |
$99.6K - $117K
|
2.36K
$300K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-862- 12.35% |
$101K - $118K
|
6.12K
$777K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-868- 5.87% |
$101K - $119K
|
13.9K
$1.77M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-943- 14.46% |
$110K - $129K
|
5.58K
$708K
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-961- 11.48% |
$112K - $131K
|
7.41K
$941K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-968- 1.76% |
$113K - $132K
|
54K
$6.86M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-970- 12.6% |
$113K - $133K
|
6.73K
$854K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-971- 21.0% |
$113K - $133K
|
3.65K
$464K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-994- 14.47% |
$116K - $136K
|
5.88K
$746K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.04K- 11.5% |
$121K - $142K
|
7.99K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.04K- 35.95% |
$121K - $142K
|
1.85K
$235K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$126K - $148K
|
16.4K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 4.72% |
$133K - $156K
|
23.1K
$2.93M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.19K- 38.89% |
$139K - $162K
|
1.87K
$237K
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 13.77% |
$141K - $165K
|
7.55K
$959K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.25K- 4.43% |
$146K - $171K
|
26.9K
$3.42M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.27K- 10.41% |
$148K - $174K
|
10.9K
$1.39M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.28K- 13.07% |
$149K - $175K
|
8.51K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.3K- 9.03% |
$152K - $178K
|
13.1K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.35K- 4.59% |
$158K - $185K
|
28.1K
$3.57M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.37K- 19.9% |
$159K - $187K
|
5.5K
$699K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.41K- 33.53% |
$164K - $192K
|
2.79K
$354K
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-1.41K- 1.15% |
$164K - $193K
|
121K
$15.3M
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.48K- 9.67% |
$173K - $202K
|
13.8K
$1.75M
|