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 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
91+ 0.67% |
$10.6K - $12.4K
|
13.7K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
88New |
$10.3K - $12K
|
88
$9.98K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
82+ 3.43% |
$9.57K - $11.2K
|
2.48K
$281K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
81New |
$9.45K - $11.1K
|
81
$9.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
80+ 0.61% |
$9.33K - $10.9K
|
13.2K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
76+ 3.36% |
$8.87K - $10.4K
|
2.34K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
75New |
$8.75K - $10.3K
|
75
$8.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 6.47% |
$8.28K - $9.71K
|
1.17K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
70+ 3.31% |
$8.17K - $9.57K
|
2.19K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64+ 1.29% |
$7.47K - $8.75K
|
5.03K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 1.29% |
$7.35K - $8.62K
|
4.95K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$6.42K - $7.52K
|
55
$6.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55+ 8.53% |
$6.42K - $7.52K
|
700
$79.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
54+ 1.43% |
$6.3K - $7.39K
|
3.84K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54+ 2.46% |
$6.3K - $7.39K
|
2.25K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
50+ 2.33% |
$5.83K - $6.84K
|
2.2K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$5.83K - $6.84K
|
50
$5.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$5.25K - $6.16K
|
45
$5.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
40New |
$4.67K - $5.47K
|
40
$4.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
39+ 1.4% |
$4.55K - $5.33K
|
2.82K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36+ 1.05% |
$4.2K - $4.92K
|
3.46K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
36+ 0.43% |
$4.2K - $4.92K
|
8.46K
$960K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
33New |
$3.85K - $4.51K
|
33
$3.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
32+ 0.46% |
$3.73K - $4.38K
|
6.96K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 4.16% |
$3.62K - $4.24K
|
777
$88.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31+ 0.78% |
$3.62K - $4.24K
|
4K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 322.22% |
$3.38K - $3.97K
|
38
$4.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27+ 0.82% |
$3.15K - $3.69K
|
3.32K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 1.06% |
$3.15K - $3.69K
|
2.58K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
26New |
$3.03K - $3.56K
|
26
$2.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 0.28% |
$3.03K - $3.56K
|
9.19K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$2.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$2.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
23+ 2.12% |
$2.68K - $3.15K
|
1.11K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 1.17% |
$2.45K - $2.87K
|
1.82K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
20+ 1.12% |
$2.33K - $2.74K
|
1.8K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 95.24% |
$2.33K - $2.74K
|
41
$4.65K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 19.42% |
$2.33K - $2.74K
|
123
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 2.55% |
$2.22K - $2.6K
|
764
$86.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.36% |
$2.1K - $2.46K
|
5.06K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.7% |
$1.98K - $2.33K
|
1.02K
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
12+ 0.69% |
$1.4K - $1.64K
|
1.74K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.63% |
$1.28K - $1.5K
|
1.77K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10+ 0.49% |
$1.17K - $1.37K
|
2.06K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.06% |
$1.05K - $1.23K
|
857
$97.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.58% |
$1.05K - $1.23K
|
1.55K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.32% |
$933 - $1.09K
|
2.51K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$933 - $1.09K
|
8
$907
|