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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 37.5% |
$844 - $1.07K
|
15
$1.75K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.11K+ 2.04% |
$291K - $368K
|
155K
$18.1M
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
19.8KNew |
$1.86M - $2.34M
|
19.8K
$2.31M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 6.48% |
$2.16K - $2.72K
|
378
$44.1K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
354+ 85.51% |
$33.2K - $41.9K
|
768
$89.6K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-44- 95.65% |
$4.13K - $5.21K
|
2
$233
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.99KNew |
$186K - $235K
|
1.99K
$232K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
850New |
$79.7K - $101K
|
850
$99.2K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.66KNew |
$250K - $316K
|
2.66K
$311K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-200- 13.54% |
$18.8K - $23.7K
|
1.28K
$149K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2KNew |
$188K - $237K
|
2K
$233K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.61K
|
22
$2.57K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22New |
$2.06K - $2.61K
|
22
$2.57K
|
|
Q2 2022 | |||||||
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
580New |
$56.8K - $74.8K
|
580
$67.7K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-587Closed |
$57.5K - $75.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-804Closed |
$78.7K - $104K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-150Closed |
$14.7K - $19.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
247+ 4.99% |
$24.2K - $31.9K
|
5.2K
$607K
|
|
Aug 15, 2022
Q2 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-309KClosed |
$30.2M - $39.8M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-80Closed |
$7.84K - $10.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.08% |
$1.76K - $2.32K
|
1.68K
$196K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3- 0.12% |
$294 - $387
|
2.51K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$490 - $645
|
5
$583
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-222- 4.75% |
$21.7K - $28.6K
|
4.45K
$519K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-19Closed |
$1.86K - $2.45K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-673Closed |
$65.9K - $86.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.05KNew |
$201K - $264K
|
2.05K
$239K
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
700+ 23.33% |
$68.6K - $90.3K
|
3.7K
$432K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.78KNew |
$370K - $487K
|
3.78K
$441K
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.17KClosed |
$506K - $666K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-436Closed |
$42.7K - $56.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
88New |
$8.62K - $11.4K
|
88
$10.3K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-550Closed |
$53.9K - $70.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-129Closed |
$12.6K - $16.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.73K+ 61.25% |
$561K - $739K
|
15.1K
$1.76M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
25New |
$2.45K - $3.22K
|
25
$2.92K
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-2.32KClosed |
$228K - $300K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
PUT |
200New |
$19.6K - $25.8K
|
200
$23.3K
|
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-13.6KClosed |
$1.33M - $1.75M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.71KNew |
$266K - $350K
|
2.71K
$317K
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-40- 1.12% |
$3.92K - $5.16K
|
3.54K
$413K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.44K- 98.12% |
$435K - $573K
|
85
$9.92K
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-46KClosed |
$4.51M - $5.93M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-100Closed |
$9.79K - $12.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
81.3K+ 75.57% |
$7.96M - $10.5M
|
189K
$22M
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.9KClosed |
$186K - $245K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
85+ 1.35% |
$8.32K - $11K
|
6.37K
$743K
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.95KClosed |
$190K - $251K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
804New |
$78.7K - $104K
|
804
$93.8K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.15KNew |
$504K - $664K
|
5.15K
$600K
|