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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 9.49% |
$28K - $32.8K
|
2.77K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
230+ 23.19% |
$26.8K - $31.5K
|
1.22K
$139K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
220+ 3.75% |
$25.7K - $30.1K
|
6.08K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
219+ 8.54% |
$25.6K - $30K
|
2.78K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
217+ 0.96% |
$25.3K - $29.7K
|
22.7K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
209+ 7.74% |
$24.4K - $28.6K
|
2.91K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
202+ 6.34% |
$23.6K - $27.6K
|
3.39K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
192New |
$22.4K - $26.3K
|
192
$21.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
186+ 0.69% |
$21.7K - $25.4K
|
27K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
179New |
$20.9K - $24.5K
|
179
$20.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.92% |
$20.7K - $24.2K
|
19.4K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
170+ 4.16% |
$19.8K - $23.3K
|
4.26K
$483K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 0.48% |
$19.5K - $22.8K
|
34.9K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158New |
$18.4K - $21.6K
|
158
$17.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
156+ 6.26% |
$18.2K - $21.3K
|
2.65K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
156New |
$18.2K - $21.3K
|
156
$17.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 13.74% |
$18.1K - $21.2K
|
1.28K
$146K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
154+ 45.43% |
$18K - $21.1K
|
493
$55.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
153+ 7.98% |
$17.9K - $20.9K
|
2.07K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
151+ 7.27% |
$17.6K - $20.7K
|
2.23K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
150New |
$17.5K - $20.5K
|
150
$17K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$17.5K - $20.5K
|
150
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
148+ 5.44% |
$17.3K - $20.2K
|
2.87K
$326K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
144New |
$16.8K - $19.7K
|
144
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
144+ 0.95% |
$16.8K - $19.7K
|
15.3K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
140+ 5.56% |
$16.3K - $19.1K
|
2.66K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
137+ 285.42% |
$16K - $18.7K
|
185
$21K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
136+ 9.07% |
$15.9K - $18.6K
|
1.64K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
136New |
$15.9K - $18.6K
|
136
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
135+ 11.57% |
$15.8K - $18.5K
|
1.3K
$148K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
124+ 1.83% |
$14.5K - $17K
|
6.9K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
122+ 112.96% |
$14.2K - $16.7K
|
230
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
118+ 3.11% |
$13.8K - $16.1K
|
3.91K
$444K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
115+ 0.65% |
$13.4K - $15.7K
|
17.8K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
113+ 0.88% |
$13.2K - $15.5K
|
13K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$12.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
110+ 2.47% |
$12.8K - $15K
|
4.56K
$517K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 1.83% |
$12.8K - $15K
|
6.11K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
106+ 7.02% |
$12.4K - $14.5K
|
1.62K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
105+ 1.11% |
$12.3K - $14.4K
|
9.56K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
102+ 0.8% |
$11.9K - $14K
|
12.9K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.35% |
$11.7K - $13.7K
|
28.7K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 5.0% |
$11.7K - $13.7K
|
2.1K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$11.7K - $13.7K
|
100
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$11.7K - $13.7K
|
100
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
97+ 1.59% |
$11.3K - $13.3K
|
6.19K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
97+ 0.93% |
$11.3K - $13.3K
|
10.5K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
96+ 1.64% |
$11.2K - $13.1K
|
5.94K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 3.22% |
$11.1K - $13K
|
3.04K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
94+ 1.72% |
$11K - $12.9K
|
5.57K
$631K
|