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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.21% |
$17.5K - $20.5K
|
6.65K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 1.34% |
$233 - $274
|
151
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-24- 4.92% |
$2.8K - $3.28K
|
464
$61.6K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-16- 7.41% |
$1.87K - $2.19K
|
200
$26.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 89.47% |
$3.11M - $3.65M
|
56.5K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.48K- 9.67% |
$173K - $202K
|
13.8K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$3.32K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456+ 2.06% |
$53.2K - $62.4K
|
22.6K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 4.07% |
$70K - $82.1K
|
15.3K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-137- 4.63% |
$16K - $18.7K
|
2.82K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-10.5K- 63.3% |
$1.23M - $1.44M
|
6.09K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.43% |
$1.63K - $1.91K
|
3.26K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-469- 7.8% |
$54.7K - $64.1K
|
5.54K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-170- 1.21% |
$19.8K - $23.3K
|
13.9K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20KNew |
$2.33M - $2.73M
|
20K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 5.66% |
$350 - $410
|
56
$7.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.06K- 11.73% |
$240K - $281K
|
15.5K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-943- 14.46% |
$110K - $129K
|
5.58K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
96+ 1.64% |
$11.2K - $13.1K
|
5.94K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
91+ 0.67% |
$10.6K - $12.4K
|
13.7K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
287+ 1.34% |
$33.5K - $39.3K
|
21.8K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.35% |
$10.5K - $12.3K
|
25.6K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.84KNew |
$331K - $388K
|
2.84K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-45- 0.45% |
$5.25K - $6.16K
|
9.93K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.42K+ 2.13% |
$282K - $331K
|
116K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.4K+ 11.67% |
$514K - $602K
|
42.1K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.4KNew |
$2.61M - $3.06M
|
22.4K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-76- 0.69% |
$8.87K - $10.4K
|
11K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-216- 9.89% |
$25.2K - $29.5K
|
1.97K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.06% |
$1.05K - $1.23K
|
857
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.21K- 26.03% |
$375K - $439K
|
9.13K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.04K- 35.95% |
$121K - $142K
|
1.85K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$6.42K - $7.52K
|
55
$7.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 10.58% |
$29.5K - $34.6K
|
2.65K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2K+ 24.46% |
$234K - $274K
|
10.2K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.72K+ 5.66% |
$318K - $373K
|
50.9K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.5K- 13.18% |
$992K - $1.16M
|
56K
$7.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
76+ 3.36% |
$8.87K - $10.4K
|
2.34K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 23.38% |
$393K - $461K
|
11K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-213- 11.42% |
$24.9K - $29.1K
|
1.65K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
34.2KNew |
$3.99M - $4.68M
|
34.2K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-540- 5.46% |
$63K - $73.9K
|
9.36K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.08KNew |
$360K - $422K
|
3.08K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 7.19% |
$2.8K - $3.28K
|
310
$41.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
19.2KNew |
$2.24M - $2.63M
|
19.2K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
23+ 2.12% |
$2.68K - $3.15K
|
1.11K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.68% |
$233 - $274
|
121
$16.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
318+ 16.0% |
$37.1K - $43.5K
|
2.31K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 1.29% |
$7.35K - $8.62K
|
4.95K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.8K+ 62.94% |
$327K - $383K
|
7.25K
$962K
|