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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
54+ 1.43% |
$6.3K - $7.39K
|
3.84K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
50+ 2.33% |
$5.83K - $6.84K
|
2.2K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$5.83K - $6.84K
|
50
$6.35K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$5.25K - $6.16K
|
45
$5.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
40New |
$4.67K - $5.47K
|
40
$5.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
39+ 1.4% |
$4.55K - $5.33K
|
2.82K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36+ 1.05% |
$4.2K - $4.92K
|
3.46K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
36+ 0.43% |
$4.2K - $4.92K
|
8.46K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
33New |
$3.85K - $4.51K
|
33
$4.19K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
32+ 0.46% |
$3.73K - $4.38K
|
6.96K
$883K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31+ 0.78% |
$3.62K - $4.24K
|
4K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 4.16% |
$3.62K - $4.24K
|
777
$98.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 322.22% |
$3.38K - $3.97K
|
38
$4.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 1.06% |
$3.15K - $3.69K
|
2.58K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27+ 0.82% |
$3.15K - $3.69K
|
3.32K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
26New |
$3.03K - $3.56K
|
26
$3.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 0.28% |
$3.03K - $3.56K
|
9.19K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$3.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$3.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
23+ 2.12% |
$2.68K - $3.15K
|
1.11K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 1.17% |
$2.45K - $2.87K
|
1.82K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
20+ 1.12% |
$2.33K - $2.74K
|
1.8K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 95.24% |
$2.33K - $2.74K
|
41
$5.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 19.42% |
$2.33K - $2.74K
|
123
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 2.55% |
$2.22K - $2.6K
|
764
$97K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.36% |
$2.1K - $2.46K
|
5.06K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.7% |
$1.98K - $2.33K
|
1.02K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
12+ 0.69% |
$1.4K - $1.64K
|
1.74K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.63% |
$1.28K - $1.5K
|
1.77K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10+ 0.49% |
$1.17K - $1.37K
|
2.06K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.06% |
$1.05K - $1.23K
|
857
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.58% |
$1.05K - $1.23K
|
1.55K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$933 - $1.09K
|
8
$1.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.32% |
$933 - $1.09K
|
2.51K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.19% |
$933 - $1.09K
|
4.33K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$933 - $1.09K
|
8
$1.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7New |
$817 - $957
|
7
$889
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 1.55% |
$700 - $821
|
392
$49.8K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.29% |
$467 - $547
|
1.38K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.01% |
$467 - $547
|
35.8K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.83% |
$467 - $547
|
487
$61.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.92% |
$467 - $547
|
212
$26.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 5.66% |
$350 - $410
|
56
$7.11K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.52% |
$350 - $410
|
200
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 1.68% |
$350 - $410
|
182
$23.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.91% |
$350 - $410
|
333
$42.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 1.34% |
$233 - $274
|
151
$19.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$233 - $274
|
3.21K
$408K
|