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 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-113- 0.39% |
$13.2K - $15.5K
|
28.8K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-120- 1.59% |
$14K - $16.4K
|
7.43K
$943K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-122- 3.46% |
$14.2K - $16.7K
|
3.41K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-131- 6.03% |
$15.3K - $17.9K
|
2.04K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-137- 4.63% |
$16K - $18.7K
|
2.82K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.01% |
$17.3K - $20.2K
|
4.77K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.21% |
$17.5K - $20.5K
|
6.65K
$844K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-162- 2.19% |
$18.9K - $22.2K
|
7.24K
$919K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-170- 8.26% |
$19.8K - $23.3K
|
1.89K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-170- 1.32% |
$19.8K - $23.3K
|
12.7K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-170- 1.21% |
$19.8K - $23.3K
|
13.9K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-177- 9.23% |
$20.7K - $24.2K
|
1.74K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-178- 1.43% |
$20.8K - $24.3K
|
12.2K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-184- 18.78% |
$21.5K - $25.2K
|
796
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-185- 3.05% |
$21.6K - $25.3K
|
5.88K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-194- 3.35% |
$22.6K - $26.5K
|
5.59K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-197- 8.44% |
$23K - $26.9K
|
2.14K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-200- 4.35% |
$23.3K - $27.4K
|
4.4K
$558K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-200- 5.24% |
$23.3K - $27.4K
|
3.62K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 7.28% |
$23.3K - $27.4K
|
2.55K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-205- 2.77% |
$23.9K - $28K
|
7.2K
$915K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-211- 7.01% |
$24.6K - $28.9K
|
2.8K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-213- 11.42% |
$24.9K - $29.1K
|
1.65K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-216- 9.89% |
$25.2K - $29.5K
|
1.97K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-220- 6.14% |
$25.7K - $30.1K
|
3.36K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 14.52% |
$26K - $30.5K
|
1.31K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-229- 6.24% |
$26.7K - $31.3K
|
3.44K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 25.96% |
$26.7K - $31.3K
|
653
$82.9K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-232- 2.02% |
$27.1K - $31.7K
|
11.3K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-234- 0.67% |
$27.3K - $32K
|
34.9K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-247- 0.36% |
$28.8K - $33.8K
|
68.3K
$8.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 46.3% |
$29.2K - $34.2K
|
290
$36.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-251- 1.03% |
$29.3K - $34.3K
|
24.1K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-254- 2.29% |
$29.6K - $34.7K
|
10.8K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-256- 4.17% |
$29.9K - $35K
|
5.88K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-264- 8.17% |
$30.8K - $36.1K
|
2.97K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-265- 13.42% |
$30.9K - $36.2K
|
1.71K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270- 5.27% |
$31.5K - $36.9K
|
4.86K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-279- 5.82% |
$32.6K - $38.2K
|
4.52K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-280- 30.94% |
$32.7K - $38.3K
|
625
$79.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-316- 3.33% |
$36.9K - $43.2K
|
9.17K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-317- 20.69% |
$37K - $43.4K
|
1.22K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-330- 16.0% |
$38.5K - $45.1K
|
1.73K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-333- 10.54% |
$38.9K - $45.5K
|
2.83K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-334Closed |
$39K - $45.7K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-337- 1.4% |
$39.3K - $46.1K
|
23.8K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-340- 4.87% |
$39.7K - $46.5K
|
6.64K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 4.06% |
$40.8K - $47.9K
|
8.27K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-367- 0.27% |
$42.8K - $50.2K
|
136K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-369- 2.22% |
$43.1K - $50.5K
|
16.2K
$2.06M
|