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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 47.06% |
$857 - $1.06K
|
9
$1.08K
|
|
|
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
$871K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
424New |
$45.4K - $55.9K
|
424
$50.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
11+ 0.25% |
$1.18K - $1.45K
|
4.4K
$526K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
50New |
$5.36K - $6.59K
|
50
$5.98K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-3- 27.27% |
$321 - $396
|
8
$957
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6+ 2.35% |
$643 - $791
|
261
$31.2K
|
|
|
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
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.84KNew |
$197K - $242K
|
1.84K
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.44% |
$107 - $132
|
42
$5.02K
|
|
|
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
$343K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 4.86% |
$188K - $231K
|
37.8K
$4.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.55K+ 18.95% |
$166K - $205K
|
9.74K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
86+ 1.45% |
$9.21K - $11.3K
|
6K
$717K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 16.39% |
$1.07K - $1.32K
|
51
$6.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.79K- 4.12% |
$192K - $236K
|
41.7K
$4.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
12+ 0.43% |
$1.29K - $1.58K
|
2.79K
$334K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-192- 1.57% |
$20.6K - $25.3K
|
12K
$1.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-25- 32.47% |
$2.68K - $3.3K
|
52
$6.22K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$32.1K - $39.6K
|
300
$35.9K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-219Closed |
$20.5K - $25.9K
|
0
$0
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10KNew |
$939K - $1.19M
|
10K
$1.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-36- 0.2% |
$3.38K - $4.26K
|
17.7K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 16.17% |
$9.75K - $12.3K
|
747
$89.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
209New |
$19.6K - $24.8K
|
209
$25K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8- 29.63% |
$750 - $948
|
19
$2.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.73KClosed |
$631K - $798K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.59KNew |
$524K - $662K
|
5.59K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
275+ 1.88% |
$25.8K - $32.6K
|
14.9K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.44K- 11.36% |
$135K - $170K
|
11.2K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
20.8KNew |
$1.95M - $2.47M
|
20.8K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-21.2KClosed |
$1.99M - $2.51M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-191- 6.84% |
$17.9K - $22.6K
|
2.6K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
40KNew |
$3.75M - $4.74M
|
40K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-35- 53.03% |
$3.28K - $4.15K
|
31
$3.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.32K- 30.91% |
$218K - $275K
|
5.19K
$620K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6.63KNew |
$622K - $785K
|
6.63K
$793K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-51.3K- 96.61% |
$4.81M - $6.08M
|
1.8K
$215K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
103New |
$9.66K - $12.2K
|
103
$12.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-245- 24.8% |
$23K - $29K
|
743
$88.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
335New |
$31.4K - $39.7K
|
335
$40.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 37.5% |
$844 - $1.07K
|
15
$1.79K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.11K+ 2.04% |
$291K - $368K
|
155K
$18.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 6.48% |
$2.16K - $2.72K
|
378
$45.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
354+ 85.51% |
$33.2K - $41.9K
|
768
$91.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-44- 95.65% |
$4.13K - $5.21K
|
2
$239
|
|