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 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-225- 11.65% |
$26.4K - $29.5K
|
1.71K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
964+ 18.01% |
$113K - $126K
|
6.32K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
347+ 7.28% |
$40.8K - $45.5K
|
5.12K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-78- 2.76% |
$9.16K - $10.2K
|
2.75K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1K- 25.64% |
$117K - $131K
|
2.9K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.75K+ 85.25% |
$205K - $229K
|
3.79K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.03% |
$235 - $262
|
5.79K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
87+ 1.05% |
$10.2K - $11.4K
|
8.37K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
124+ 2.16% |
$14.6K - $16.3K
|
5.86K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
400+ 79.21% |
$47K - $52.4K
|
905
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
7K+ 35.55% |
$822K - $918K
|
26.7K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.6K- 61.11% |
$1.36M - $1.51M
|
7.35K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
274+ 0.96% |
$32.2K - $35.9K
|
28.9K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-226K- 99.25% |
$26.6M - $29.7M
|
1.71K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.28K- 15.16% |
$738K - $823K
|
35.1K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$130K - $145K
|
1.1K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
20New |
$2.35K - $2.62K
|
20
$2.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
805+ 6.45% |
$94.5K - $106K
|
13.3K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38New |
$4.46K - $4.98K
|
38
$4.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.79K+ 0.89% |
$1.03M - $1.15M
|
993K
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-593- 7.83% |
$69.6K - $77.7K
|
6.98K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.35K+ 155.09% |
$1.1M - $1.23M
|
15.4K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.1K- 79.77% |
$2.24M - $2.5M
|
4.83K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-43- 0.47% |
$5.05K - $5.64K
|
9.16K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600Closed |
$70.5K - $78.6K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.1KNew |
$1.3M - $1.45M
|
11.1K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-25- 0.24% |
$2.94K - $3.28K
|
10.4K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-132- 1.65% |
$15.5K - $17.3K
|
7.87K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.97K+ 69.53% |
$231K - $258K
|
4.79K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-216- 2.73% |
$25.4K - $28.3K
|
7.7K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.5KNew |
$411K - $459K
|
3.5K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-185- 6.42% |
$21.7K - $24.2K
|
2.7K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
667+ 21.24% |
$78.3K - $87.4K
|
3.81K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.35% |
$235 - $262
|
580
$67.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
108+ 2.39% |
$12.7K - $14.2K
|
4.62K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.71K- 2.12% |
$436K - $486K
|
171K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.65K- 8.91% |
$311K - $347K
|
27.1K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$117 - $131
|
1.92K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 0.11% |
$14.6K - $16.3K
|
113K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
393New |
$46.2K - $51.5K
|
393
$45.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.44K- 5.68% |
$873K - $975K
|
123K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-19- 0.81% |
$2.23K - $2.49K
|
2.33K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
120New |
$14.1K - $15.7K
|
120
$14K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 59.54% |
$9.16K - $10.2K
|
53
$6.18K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
611+ 3.08% |
$71.8K - $80.1K
|
20.5K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.59% |
$1.06K - $1.18K
|
1.54K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.4K- 35.57% |
$4.39M - $4.9M
|
67.7K
$7.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-41- 1.02% |
$4.82K - $5.37K
|
3.97K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.82KNew |
$800K - $893K
|
6.82K
$795K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.93K- 72.0% |
$579K - $647K
|
1.92K
$224K
|