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 |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
150New |
$16.8K - $19.8K
|
150
$17.5K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
602New |
$67.3K - $79.3K
|
602
$70.2K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-267- 25.02% |
$29.8K - $35.2K
|
800
$93.3K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
236New |
$26.4K - $31.1K
|
236
$27.5K
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-226- 11.59% |
$25.3K - $29.8K
|
1.72K
$201K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-131- 3.24% |
$14.6K - $17.3K
|
3.91K
$456K
|
|
Q4 2023 | |||||||
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.82% |
$113 - $129
|
56
$6.53K
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.2KClosed |
$703K - $798K
|
0
$0
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
71New |
$8.05K - $9.14K
|
71
$8.28K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$1.7K - $1.93K
|
15
$1.75K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.65KNew |
$641K - $728K
|
5.65K
$660K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10New |
$1.13K - $1.29K
|
10
$1.17K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4KNew |
$453K - $515K
|
4K
$467K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
80New |
$9.07K - $10.3K
|
80
$9.33K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 57.26% |
$7.6K - $8.63K
|
50
$5.83K
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
18.2K+ 55.25% |
$2.07M - $2.35M
|
51.2K
$5.97M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4New |
$453 - $515
|
4
$467
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
19.1KNew |
$2.17M - $2.46M
|
19.1K
$2.23M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
620New |
$70.3K - $79.8K
|
620
$72.3K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
69New |
$7.82K - $8.89K
|
69
$8.05K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.17% |
$340 - $386
|
1.78K
$207K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.17KNew |
$133K - $151K
|
1.17K
$137K
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.24KNew |
$480K - $546K
|
4.24K
$494K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
125New |
$14.2K - $16.1K
|
125
$14.6K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.05K+ 2700.0% |
$119K - $136K
|
1.09K
$127K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
81New |
$9.18K - $10.4K
|
81
$9.45K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.78KNew |
$201K - $229K
|
1.78K
$207K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.79KNew |
$203K - $231K
|
1.79K
$209K
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.29K+ 65.8% |
$373K - $423K
|
8.29K
$967K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.6KNew |
$635K - $721K
|
5.6K
$653K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.8KNew |
$658K - $747K
|
5.8K
$677K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
69+ 3.8% |
$7.82K - $8.89K
|
1.88K
$220K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-257- 9.06% |
$29.1K - $33.1K
|
2.58K
$301K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 3.45% |
$113 - $129
|
30
$3.5K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
239New |
$27.1K - $30.8K
|
239
$27.9K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3KNew |
$340K - $386K
|
3K
$349K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
151+ 15100.0% |
$17.1K - $19.4K
|
152
$17.7K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
54+ 19.57% |
$6.12K - $6.95K
|
330
$38.5K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-952- 14.69% |
$108K - $123K
|
5.53K
$645K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
197New |
$22.3K - $25.4K
|
197
$23K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.1K- 32.89% |
$1.71M - $1.95M
|
30.8K
$3.6M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
43+ 430.0% |
$4.87K - $5.54K
|
53
$6.18K
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$428K - $486K
|
3.77K
$440K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15KNew |
$130K - $148K
|
1.15K
$134K
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.73KNew |
$310K - $352K
|
2.73K
$319K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-860- 14.81% |
$97.5K - $111K
|
4.95K
$577K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.03KNew |
$230K - $261K
|
2.03K
$236K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 2.0% |
$227 - $258
|
102
$11.9K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-560- 80.0% |
$63.5K - $72.1K
|
140
$16.3K
|