Latest Institutional Transactions on Vanguard Energy ETF (VDE)
This table provides information on the latest institutional transactions involving Vanguard Energy ETF (VDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 44.42% |
$158K - $195K
|
1.87K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-874- 1.34% |
$92.5K - $114K
|
64.3K
$7.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-249- 1.01% |
$26.4K - $32.5K
|
24.5K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5- 0.18% |
$529 - $653
|
2.75K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-200- 3.45% |
$21.2K - $26.1K
|
5.6K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
369+ 20.29% |
$39.1K - $48.2K
|
2.19K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.29K- 30.96% |
$136K - $168K
|
2.88K
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.3K- 18.43% |
$350K - $431K
|
14.6K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.58K- 79.13% |
$803K - $990K
|
2K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-333- 9.18% |
$35.3K - $43.5K
|
3.3K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.72% |
$7.41K - $9.14K
|
9.79K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.29K- 21.41% |
$137K - $169K
|
4.75K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17+ 0.2% |
$1.8K - $2.22K
|
8.52K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-350- 6.53% |
$37.1K - $45.7K
|
5.01K
$601K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
337+ 0.98% |
$35.7K - $44K
|
34.8K
$4.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-305- 2.34% |
$32.3K - $39.8K
|
12.7K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18+ 0.64% |
$1.91K - $2.35K
|
2.83K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.02K- 29.11% |
$320K - $395K
|
7.36K
$883K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
843+ 3.49% |
$89.2K - $110K
|
25K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-600- 17.14% |
$63.5K - $78.3K
|
2.9K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-83- 0.47% |
$8.79K - $10.8K
|
17.5K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.85K- 43.09% |
$302K - $372K
|
3.76K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.32K+ 25.21% |
$140K - $172K
|
6.56K
$787K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.78% |
$2.75K - $3.39K
|
3.37K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
76+ 0.54% |
$8.05K - $9.92K
|
14.2K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 16.67% |
$2.54K - $3.13K
|
168
$20.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.16K+ 17.4% |
$229K - $283K
|
14.6K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.06K- 17.46% |
$959K - $1.18M
|
42.8K
$5.14M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.45% |
$106 - $131
|
70
$8.4K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.56K+ 12.47% |
$271K - $334K
|
23.1K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-24.2K- 50.37% |
$2.57M - $3.16M
|
23.9K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.07% |
$529 - $653
|
7.05K
$845K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.4K- 47.08% |
$2.91M - $3.58M
|
30.8K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.84K- 61.24% |
$407K - $502K
|
2.43K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.44K- 14.65% |
$258K - $318K
|
14.2K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31- 43.06% |
$3.28K - $4.05K
|
41
$4.92K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.42% |
$2.65K - $3.26K
|
6K
$720K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.12K- 37.64% |
$118K - $146K
|
1.85K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-113- 7.92% |
$12K - $14.8K
|
1.31K
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-189- 6.42% |
$20K - $24.7K
|
2.76K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30+ 0.76% |
$3.18K - $3.92K
|
4K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-670- 16.04% |
$70.9K - $87.5K
|
3.51K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
216+ 263.41% |
$22.9K - $28.2K
|
298
$35.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-272- 17.28% |
$28.8K - $35.5K
|
1.3K
$156K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.57K- 14.3% |
$166K - $205K
|
9.41K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.18K+ 8.77% |
$125K - $154K
|
14.6K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.94% |
$212 - $261
|
215
$25.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.15K- 50.83% |
$651K - $803K
|
5.95K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61K+ 7.32% |
$170K - $210K
|
23.5K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.54K- 18.42% |
$269K - $332K
|
11.2K
$1.35M
|