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 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50- 0.7% |
$5.83K - $6.84K
|
7.11K
$807K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-60- 2.57% |
$7K - $8.21K
|
2.27K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-63- 0.8% |
$7.35K - $8.62K
|
7.8K
$885K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-64- 2.48% |
$7.47K - $8.75K
|
2.52K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-67- 0.05% |
$7.82K - $9.16K
|
126K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-71- 0.5% |
$8.28K - $9.71K
|
14.2K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-75- 3.5% |
$8.75K - $10.3K
|
2.07K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-76- 0.69% |
$8.87K - $10.4K
|
11K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-76- 0.16% |
$8.87K - $10.4K
|
48.7K
$5.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-77- 0.13% |
$8.98K - $10.5K
|
59.3K
$6.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-77- 0.63% |
$8.98K - $10.5K
|
12.1K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.35% |
$10.5K - $12.3K
|
25.6K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-90- 1.34% |
$10.5K - $12.3K
|
6.64K
$753K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-91- 2.35% |
$10.6K - $12.4K
|
3.78K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 15.35% |
$12K - $14.1K
|
568
$64.4K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-111- 0.58% |
$13K - $15.2K
|
18.9K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-113- 0.39% |
$13.2K - $15.5K
|
28.8K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-113- 1.84% |
$13.2K - $15.5K
|
6.03K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-120- 1.59% |
$14K - $16.4K
|
7.43K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-122- 3.46% |
$14.2K - $16.7K
|
3.41K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-131- 6.03% |
$15.3K - $17.9K
|
2.04K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-137- 4.63% |
$16K - $18.7K
|
2.82K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.01% |
$17.3K - $20.2K
|
4.77K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.21% |
$17.5K - $20.5K
|
6.65K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-162- 2.19% |
$18.9K - $22.2K
|
7.24K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-170- 1.21% |
$19.8K - $23.3K
|
13.9K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-170- 1.32% |
$19.8K - $23.3K
|
12.7K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-170- 8.26% |
$19.8K - $23.3K
|
1.89K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-177- 9.23% |
$20.7K - $24.2K
|
1.74K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-178- 1.43% |
$20.8K - $24.3K
|
12.2K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-184- 18.78% |
$21.5K - $25.2K
|
796
$90.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-185- 3.05% |
$21.6K - $25.3K
|
5.88K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-194- 3.35% |
$22.6K - $26.5K
|
5.59K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-197- 8.44% |
$23K - $26.9K
|
2.14K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-200- 5.24% |
$23.3K - $27.4K
|
3.62K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-200- 4.35% |
$23.3K - $27.4K
|
4.4K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 7.28% |
$23.3K - $27.4K
|
2.55K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-205- 2.77% |
$23.9K - $28K
|
7.2K
$817K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-211- 7.01% |
$24.6K - $28.9K
|
2.8K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-213- 11.42% |
$24.9K - $29.1K
|
1.65K
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-216- 9.89% |
$25.2K - $29.5K
|
1.97K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-220- 6.14% |
$25.7K - $30.1K
|
3.36K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 14.52% |
$26K - $30.5K
|
1.31K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-229- 6.24% |
$26.7K - $31.3K
|
3.44K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 25.96% |
$26.7K - $31.3K
|
653
$74.1K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-232- 2.02% |
$27.1K - $31.7K
|
11.3K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-234- 0.67% |
$27.3K - $32K
|
34.9K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-247- 0.36% |
$28.8K - $33.8K
|
68.3K
$7.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 46.3% |
$29.2K - $34.2K
|
290
$32.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-251- 1.03% |
$29.3K - $34.3K
|
24.1K
$2.74M
|