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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
83.5KNew |
$9.19M - $10.9M
|
83.5K
$9.95M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.51KNew |
$266K - $301K
|
2.51K
$299K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.6K- 96.16% |
$5.36M - $6.07M
|
2.02K
$241K
|
|
|
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
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.43KNew |
$257K - $292K
|
2.43K
$290K
|
|
|
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
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60New |
$6.35K - $7.2K
|
60
$7.16K
|
|
|
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
$6.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26.9KNew |
$2.85M - $3.23M
|
26.9K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$226K - $257K
|
2.14K
$255K
|
|
|
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
$734K
|
|
|
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
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 2.51% |
$34.4K - $39K
|
12.6K
$1.51M
|
|
| Q1 2023 | |||||||
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14.9KNew |
$1.58M - $1.91M
|
14.9K
$1.77M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75- 25.6% |
$7.97K - $9.65K
|
218
$26K
|
|
|
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
$11.9K
|
|
|
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
$490K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-215- 37.65% |
$22.8K - $27.7K
|
356
$42.5K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
20KNew |
$2.12M - $2.57M
|
20K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-40- 1.0% |
$4.25K - $5.15K
|
3.95K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
199New |
$21.1K - $25.6K
|
199
$23.7K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
42+ 0.34% |
$4.46K - $5.41K
|
12.6K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$131K - $159K
|
1.24K
$147K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
843New |
$89.5K - $108K
|
843
$101K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 2.08% |
$106 - $129
|
49
$5.84K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 49.19% |
$6.48K - $7.85K
|
63
$7.51K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.63K+ 187.77% |
$598K - $725K
|
8.63K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-14.7K- 99.99% |
$1.56M - $1.89M
|
1
$119
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.24K- 23.23% |
$557K - $675K
|
17.3K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
120+ 1.99% |
$12.7K - $15.4K
|
6.14K
$732K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45- 2.43% |
$4.78K - $5.79K
|
1.8K
$215K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$5.52K - $6.69K
|
52
$6.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
10.2KNew |
$1.08M - $1.31M
|
10.2K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.0% |
$212 - $257
|
202
$24.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
311New |
$33K - $40K
|
311
$37.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1New |
$106 - $129
|
1
$119
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-100- 50.0% |
$10.6K - $12.9K
|
100
$11.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3K- 60.98% |
$319K - $386K
|
1.92K
$229K
|
|