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 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10- 0.37% |
$1.06K - $1.29K
|
2.7K
$322K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-16.8K- 90.16% |
$1.79M - $2.16M
|
1.83K
$219K
|
|
| Q4 2022 | |||||||
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
28New |
$3K - $3.69K
|
28
$3.34K
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17- 94.44% |
$1.82K - $2.24K
|
1
$119
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$188K - $232K
|
1.76K
$210K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
14.4KNew |
$1.54M - $1.89M
|
14.4K
$1.71M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
10.1KNew |
$1.09M - $1.34M
|
10.1K
$1.21M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.02KNew |
$109K - $134K
|
1.02K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
670+ 335.0% |
$71.8K - $88.4K
|
870
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.25K- 37.88% |
$134K - $165K
|
2.05K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
150+ 15.0% |
$16.1K - $19.8K
|
1.15K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
246+ 5.07% |
$26.4K - $32.4K
|
5.1K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.35K- 4.76% |
$359K - $442K
|
67.1K
$8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.2KNew |
$1.31M - $1.61M
|
12.2K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
62New |
$6.64K - $8.18K
|
62
$7.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.81KNew |
$301K - $371K
|
2.81K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$21.4K - $26.4K
|
200
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.24K+ 0.59% |
$132K - $163K
|
209K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$5.68K - $6.99K
|
53
$6.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
27.7KNew |
$2.97M - $3.66M
|
27.7K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-4.18KClosed |
$447K - $551K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 40.98% |
$13.4K - $16.5K
|
180
$21.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.06K- 27.48% |
$113K - $139K
|
2.79K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
68New |
$7.28K - $8.97K
|
68
$8.11K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
33New |
$3.54K - $4.35K
|
33
$3.94K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-29.9K- 25.61% |
$3.2M - $3.94M
|
86.9K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
73.3KNew |
$7.85M - $9.66M
|
73.3K
$8.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100New |
$10.7K - $13.2K
|
100
$11.9K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.46KNew |
$263K - $324K
|
2.46K
$293K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 47.06% |
$857 - $1.06K
|
9
$1.07K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.49KNew |
$266K - $328K
|
2.49K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.25K+ 20.75% |
$134K - $165K
|
7.28K
$868K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
424New |
$45.4K - $55.9K
|
424
$50.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
11+ 0.25% |
$1.18K - $1.45K
|
4.4K
$524K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
50New |
$5.36K - $6.59K
|
50
$5.96K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-3- 27.27% |
$321 - $396
|
8
$954
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6+ 2.35% |
$643 - $791
|
261
$31.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
15.9KNew |
$1.7M - $2.1M
|
15.9K
$1.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.71KNew |
$398K - $490K
|
3.71K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.84KNew |
$197K - $242K
|
1.84K
$219K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.44% |
$107 - $132
|
42
$5.01K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
196+ 1.22% |
$21K - $25.8K
|
16.3K
$1.95M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-36- 1.24% |
$3.86K - $4.75K
|
2.86K
$342K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 4.86% |
$188K - $231K
|
37.8K
$4.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.55K+ 18.95% |
$166K - $205K
|
9.74K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
86+ 1.45% |
$9.21K - $11.3K
|
6K
$715K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 16.39% |
$1.07K - $1.32K
|
51
$6.08K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.79K- 4.12% |
$192K - $236K
|
41.7K
$4.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
12+ 0.43% |
$1.29K - $1.58K
|
2.79K
$333K
|
|