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 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
487New |
$53.6K - $63.6K
|
487
$58.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.26K+ 53.79% |
$579K - $686K
|
15K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
78New |
$8.59K - $10.2K
|
78
$9.33K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
16New |
$1.76K - $2.09K
|
16
$1.91K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.88KNew |
$207K - $245K
|
1.88K
$225K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.11K- 71.21% |
$452K - $536K
|
1.66K
$199K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
183New |
$20.1K - $23.9K
|
183
$21.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.68KNew |
$185K - $219K
|
1.68K
$201K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
153+ 9.4% |
$16.8K - $20K
|
1.78K
$213K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
72New |
$7.93K - $9.4K
|
72
$8.61K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
11New |
$1.21K - $1.44K
|
11
$1.32K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
26+ 1.21% |
$2.86K - $3.39K
|
2.17K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.84KNew |
$643K - $762K
|
5.84K
$698K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.88KNew |
$207K - $246K
|
1.88K
$225K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.99KNew |
$219K - $260K
|
1.99K
$238K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
SELL
|
- |
-10K- 13.16% |
$1.1M - $1.31M
|
66K
$7.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
41New |
$4.51K - $5.35K
|
41
$4.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-45- 1.4% |
$4.95K - $5.87K
|
3.18K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
128New |
$14.1K - $16.7K
|
128
$15.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
83.5KNew |
$9.19M - $10.9M
|
83.5K
$9.98M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.51KNew |
$266K - $301K
|
2.51K
$300K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.6K- 96.16% |
$5.36M - $6.07M
|
2.02K
$242K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-26Closed |
$2.75K - $3.12K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
104New |
$11K - $12.5K
|
104
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-5.3K- 50.0% |
$561K - $636K
|
5.3K
$634K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.43KNew |
$257K - $292K
|
2.43K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 50.0% |
$21.2K - $24K
|
200
$23.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-800- 25.81% |
$84.7K - $96K
|
2.3K
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60New |
$6.35K - $7.2K
|
60
$7.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-290- 74.94% |
$30.7K - $34.8K
|
97
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.11K- 2.02% |
$117K - $133K
|
53.5K
$6.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26.9KNew |
$2.85M - $3.23M
|
26.9K
$3.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$226K - $257K
|
2.14K
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
108New |
$11.4K - $13K
|
108
$12.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 5.62% |
$5.29K - $6K
|
939
$112K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-115- 1.84% |
$12.2K - $13.8K
|
6.15K
$736K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
580+ 32.28% |
$61.4K - $69.6K
|
2.38K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56.8K+ 169.03% |
$6.02M - $6.82M
|
90.5K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
611+ 27.49% |
$64.7K - $73.3K
|
2.83K
$339K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 2.51% |
$34.4K - $39K
|
12.6K
$1.51M
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1K- 10.75% |
$106K - $129K
|
8.3K
$993K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14.9KNew |
$1.58M - $1.91M
|
14.9K
$1.78M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75- 25.6% |
$7.97K - $9.65K
|
218
$26.1K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.89KClosed |
$307K - $372K
|
0
$0
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2KNew |
$212K - $257K
|
2K
$239K
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$1.17M - $1.41M
|
11K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
CALL |
100New |
$10.6K - $12.9K
|
100
$12K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.5K- 74.52% |
$371K - $450K
|
1.2K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$956 - $1.16K
|
4.11K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-215- 37.65% |
$22.8K - $27.7K
|
356
$42.6K
|
|