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 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.52KNew |
$170K - $200K
|
1.52K
$182K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.65% |
$112 - $132
|
155
$18.5K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
129New |
$14.4K - $17K
|
129
$15.4K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.2K- 52.51% |
$1.81M - $2.13M
|
14.7K
$1.75M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-112- 28.79% |
$12.5K - $14.8K
|
277
$33K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
7New |
$782 - $922
|
7
$835
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.96KNew |
$220K - $259K
|
1.96K
$234K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 91.67% |
$123K - $145K
|
100
$11.9K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.82KNew |
$427K - $503K
|
3.82K
$456K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.69K+ 94.52% |
$189K - $223K
|
3.48K
$415K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
382New |
$42.7K - $50.3K
|
382
$45.6K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
40+ 0.65% |
$4.47K - $5.27K
|
6.24K
$744K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-169- 9.79% |
$18.9K - $22.3K
|
1.56K
$186K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
24+ 0.64% |
$2.68K - $3.16K
|
3.8K
$453K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.5KNew |
$2.96M - $3.49M
|
26.5K
$3.16M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.26% |
$224 - $263
|
49
$5.84K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
150New |
$16.8K - $19.8K
|
150
$17.9K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-267- 25.02% |
$29.8K - $35.2K
|
800
$95.4K
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-226- 11.59% |
$25.3K - $29.8K
|
1.72K
$206K
|
|
Q4 2023 | |||||||
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.82% |
$113 - $129
|
56
$6.68K
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.2KClosed |
$703K - $798K
|
0
$0
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$1.7K - $1.93K
|
15
$1.79K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.65KNew |
$641K - $728K
|
5.65K
$674K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10New |
$1.13K - $1.29K
|
10
$1.19K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4KNew |
$453K - $515K
|
4K
$477K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
80New |
$9.07K - $10.3K
|
80
$9.54K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 57.26% |
$7.6K - $8.63K
|
50
$5.96K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4New |
$453 - $515
|
4
$477
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
19.1KNew |
$2.17M - $2.46M
|
19.1K
$2.28M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
620New |
$70.3K - $79.8K
|
620
$74K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
69New |
$7.82K - $8.89K
|
69
$8.23K
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.24KNew |
$480K - $546K
|
4.24K
$506K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
125New |
$14.2K - $16.1K
|
125
$14.9K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.05K+ 2700.0% |
$119K - $136K
|
1.09K
$130K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
81New |
$9.18K - $10.4K
|
81
$9.66K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.78KNew |
$201K - $229K
|
1.78K
$212K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.79KNew |
$203K - $231K
|
1.79K
$214K
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.29K+ 65.8% |
$373K - $423K
|
8.29K
$988K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.6KNew |
$635K - $721K
|
5.6K
$668K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.8KNew |
$658K - $747K
|
5.8K
$692K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
239New |
$27.1K - $30.8K
|
239
$28.5K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
151+ 15100.0% |
$17.1K - $19.4K
|
152
$18.1K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
197New |
$22.3K - $25.4K
|
197
$23.5K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.1K- 32.89% |
$1.71M - $1.95M
|
30.8K
$3.68M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$428K - $486K
|
3.77K
$450K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15KNew |
$130K - $148K
|
1.15K
$137K
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.73KNew |
$310K - $352K
|
2.73K
$326K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-860- 14.81% |
$97.5K - $111K
|
4.95K
$590K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.03KNew |
$230K - $261K
|
2.03K
$242K
|