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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 31.43% |
$178K - $208K
|
6.37K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.47K+ 174.85% |
$171K - $201K
|
2.31K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.4K+ 61.65% |
$163K - $191K
|
3.66K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.35K+ 4.89% |
$158K - $185K
|
29K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.32K+ 2.69% |
$154K - $181K
|
50.3K
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 53.72% |
$147K - $173K
|
3.61K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.24K+ 29.89% |
$145K - $170K
|
5.4K
$686K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.23K+ 5.54% |
$144K - $169K
|
23.5K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23K+ 11.44% |
$144K - $169K
|
12K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$143K - $167K
|
1.22K
$155K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.18K+ 54.02% |
$137K - $161K
|
3.35K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17K+ 5.73% |
$137K - $160K
|
21.6K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.17K+ 7.51% |
$137K - $160K
|
16.8K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.11K+ 14.58% |
$130K - $152K
|
8.73K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.1K+ 62.59% |
$128K - $151K
|
2.86K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.08K+ 4.88% |
$126K - $148K
|
23.3K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 37.95% |
$119K - $140K
|
3.72K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 20.85% |
$119K - $139K
|
5.89K
$748K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1K+ 9.87% |
$117K - $137K
|
11.2K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
1K+ 1.96% |
$117K - $137K
|
52K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
986+ 13.41% |
$115K - $135K
|
8.34K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
970+ 3.26% |
$113K - $133K
|
30.7K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
960+ 2.89% |
$112K - $131K
|
34.2K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
956New |
$112K - $131K
|
956
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
899New |
$105K - $123K
|
899
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
871+ 0.98% |
$102K - $119K
|
89.7K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
859+ 44.39% |
$100K - $117K
|
2.79K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
851+ 4.17% |
$99.3K - $116K
|
21.3K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
850+ 51.27% |
$99.2K - $116K
|
2.51K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
843+ 2.99% |
$98.4K - $115K
|
29.1K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
833New |
$97.2K - $114K
|
833
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
822+ 3.52% |
$95.9K - $112K
|
24.2K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
819+ 35.56% |
$95.6K - $112K
|
3.12K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
751+ 12.33% |
$87.6K - $103K
|
6.84K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
750New |
$87.5K - $103K
|
750
$95.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
708+ 0.71% |
$82.6K - $96.8K
|
100K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
682+ 2.9% |
$79.6K - $93.3K
|
24.2K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
680+ 15.74% |
$79.3K - $93K
|
5K
$635K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
619+ 1.9% |
$72.2K - $84.7K
|
33.1K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
605+ 46.08% |
$70.6K - $82.8K
|
1.92K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 4.07% |
$70K - $82.1K
|
15.3K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
588+ 11.85% |
$68.6K - $80.4K
|
5.55K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
582New |
$67.9K - $79.6K
|
582
$73.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
551+ 2.16% |
$64.3K - $75.4K
|
26.1K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
538+ 8.25% |
$62.8K - $73.6K
|
7.06K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
528+ 44.82% |
$61.6K - $72.2K
|
1.71K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
516+ 23.02% |
$60.2K - $70.6K
|
2.76K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
500+ 17.24% |
$58.3K - $68.4K
|
3.4K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
486+ 44.02% |
$56.7K - $66.5K
|
1.59K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
481+ 2.1% |
$56.1K - $65.8K
|
23.4K
$2.97M
|