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 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.45% |
$233 - $274
|
442
$56.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.1% |
$233 - $274
|
183
$23.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$233 - $274
|
4.66K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.68% |
$233 - $274
|
121
$15.4K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$117 - $137
|
69
$8.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.94% |
$117 - $137
|
35
$4.45K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.2% |
$117 - $137
|
84
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.59% |
$117 - $137
|
64
$8.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.14% |
$117 - $137
|
706
$89.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 2.0% |
$117 - $137
|
51
$6.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$117 - $137
|
2.84K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 3.13% |
$117 - $137
|
31
$3.94K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2- 0.02% |
$233 - $274
|
9.07K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.03% |
$233 - $274
|
6K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-5- 0.43% |
$583 - $684
|
1.17K
$148K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7- 0.12% |
$817 - $957
|
6.02K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 26.67% |
$933 - $1.09K
|
22
$2.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 1.9% |
$1.28K - $1.5K
|
569
$72.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 0.09% |
$1.4K - $1.64K
|
12.7K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.43% |
$1.63K - $1.91K
|
3.26K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-16- 7.41% |
$1.87K - $2.19K
|
200
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 6.61% |
$1.98K - $2.33K
|
240
$30.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-19- 1.94% |
$2.22K - $2.6K
|
958
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 7.19% |
$2.8K - $3.28K
|
310
$39.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-24- 4.92% |
$2.8K - $3.28K
|
464
$58.9K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-25- 1.03% |
$2.92K - $3.42K
|
2.4K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 0.69% |
$3.03K - $3.56K
|
3.75K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29- 29.29% |
$3.38K - $3.97K
|
70
$8.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-35- 0.36% |
$4.08K - $4.79K
|
9.67K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-35- 1.55% |
$4.08K - $4.79K
|
2.22K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-43- 4.52% |
$5.02K - $5.88K
|
908
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-45- 0.45% |
$5.25K - $6.16K
|
9.93K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50- 0.7% |
$5.83K - $6.84K
|
7.11K
$903K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.49% |
$5.83K - $6.84K
|
10.3K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-60- 2.57% |
$7K - $8.21K
|
2.27K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-63- 0.8% |
$7.35K - $8.62K
|
7.8K
$991K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-64- 2.48% |
$7.47K - $8.75K
|
2.52K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-67- 0.05% |
$7.82K - $9.16K
|
126K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-71- 0.5% |
$8.28K - $9.71K
|
14.2K
$1.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-75- 3.5% |
$8.75K - $10.3K
|
2.07K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-76- 0.69% |
$8.87K - $10.4K
|
11K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-76- 0.16% |
$8.87K - $10.4K
|
48.7K
$6.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-77- 0.63% |
$8.98K - $10.5K
|
12.1K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-77- 0.13% |
$8.98K - $10.5K
|
59.3K
$7.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-90- 1.34% |
$10.5K - $12.3K
|
6.64K
$843K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.35% |
$10.5K - $12.3K
|
25.6K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-91- 2.35% |
$10.6K - $12.4K
|
3.78K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 15.35% |
$12K - $14.1K
|
568
$72.1K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-111- 0.58% |
$13K - $15.2K
|
18.9K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-113- 1.84% |
$13.2K - $15.5K
|
6.03K
$766K
|