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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
88New |
$10.3K - $12K
|
88
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 2.55% |
$2.22K - $2.6K
|
764
$91.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-613- 11.7% |
$71.5K - $83.8K
|
4.63K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
341+ 7.33% |
$39.8K - $46.6K
|
5K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 53.72% |
$147K - $173K
|
3.61K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$5.25K - $6.16K
|
45
$5.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.5K- 96.93% |
$291K - $341K
|
79
$9.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 95.24% |
$2.33K - $2.74K
|
41
$4.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
124KNew |
$14.5M - $17M
|
124K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 13.77% |
$141K - $165K
|
7.55K
$903K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-200- 4.35% |
$23.3K - $27.4K
|
4.4K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
449New |
$52.4K - $61.4K
|
449
$53.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 3.13% |
$117 - $137
|
31
$3.71K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-200- 5.24% |
$23.3K - $27.4K
|
3.62K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.69K+ 2.7% |
$198K - $232K
|
64.4K
$7.7M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$117 - $137
|
69
$8.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.91% |
$350 - $410
|
333
$39.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
150New |
$17.5K - $20.5K
|
150
$17.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.89K+ 30.34% |
$220K - $258K
|
8.11K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.68KNew |
$196K - $230K
|
1.68K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
387+ 7.58% |
$45.2K - $52.9K
|
5.49K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$13.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$350K - $410K
|
3K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-747- 31.67% |
$87.2K - $102K
|
1.61K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.89KNew |
$220K - $258K
|
1.89K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.94% |
$117 - $137
|
35
$4.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-177- 9.23% |
$20.7K - $24.2K
|
1.74K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.41K- 33.53% |
$164K - $192K
|
2.79K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.2KNew |
$373K - $438K
|
3.2K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-498- 4.93% |
$58.1K - $68.1K
|
9.61K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$117 - $137
|
2.84K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-537- 14.11% |
$62.7K - $73.5K
|
3.27K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 19.42% |
$2.33K - $2.74K
|
123
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
1K+ 1.96% |
$117K - $137K
|
52K
$6.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$933 - $1.09K
|
8
$957
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.1% |
$233 - $274
|
183
$21.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158New |
$18.4K - $21.6K
|
158
$18.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.01KNew |
$234K - $275K
|
2.01K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-646- 13.39% |
$75.4K - $88.4K
|
4.18K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 6.47% |
$8.28K - $9.71K
|
1.17K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29- 29.29% |
$3.38K - $3.97K
|
70
$8.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$11.7K - $13.7K
|
100
$12K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.8KNew |
$210K - $246K
|
1.8K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-264- 8.17% |
$30.8K - $36.1K
|
2.97K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7- 0.12% |
$817 - $957
|
6.02K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.08K+ 13.24% |
$359K - $421K
|
26.3K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
850+ 51.27% |
$99.2K - $116K
|
2.51K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$126K - $148K
|
16.4K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 26.67% |
$933 - $1.09K
|
22
$2.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.92% |
$20.7K - $24.2K
|
19.4K
$2.32M
|