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 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-56- 12.67% |
$6.58K - $7.34K
|
386
$45K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.58K+ 22.79% |
$185K - $207K
|
8.5K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 18.67% |
$58.7K - $65.5K
|
2.18K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
5.93KNew |
$697K - $777K
|
5.93K
$692K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-22- 3.56% |
$2.58K - $2.88K
|
596
$69.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.03% |
$235 - $262
|
6K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
498+ 1.77% |
$58.5K - $65.3K
|
28.6K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
687+ 5.53% |
$80.7K - $90K
|
13.1K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.8% |
$1.88K - $2.1K
|
1.97K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.32K- 12.25% |
$390K - $435K
|
23.8K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7- 0.1% |
$822 - $917
|
6.78K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
217New |
$25.5K - $28.4K
|
217
$25.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 6.32% |
$159K - $177K
|
22.8K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
12.9KNew |
$1.51M - $1.69M
|
12.9K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
123+ 34.17% |
$14.4K - $16.1K
|
483
$56.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.3KNew |
$270K - $302K
|
2.3K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
115+ 2.82% |
$13.5K - $15.1K
|
4.19K
$489K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-118- 3.32% |
$13.9K - $15.5K
|
3.43K
$400K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-503- 24.98% |
$59.1K - $65.9K
|
1.51K
$176K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.95K- 29.74% |
$228K - $255K
|
4.6K
$536K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.99K- 36.99% |
$468K - $523K
|
6.8K
$793K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.81K- 25.14% |
$1.03M - $1.15M
|
26.2K
$3.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$11.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-306- 8.83% |
$35.9K - $40.1K
|
3.16K
$368K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.31K+ 37.17% |
$154K - $172K
|
4.85K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-100- 1.07% |
$11.7K - $13.1K
|
9.26K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
52+ 1.6% |
$6.11K - $6.82K
|
3.29K
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-75- 50.0% |
$8.81K - $9.83K
|
75
$8.75K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
415+ 3.56% |
$48.7K - $54.4K
|
12.1K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.2% |
$470 - $524
|
2.05K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-587- 7.22% |
$68.9K - $76.9K
|
7.55K
$880K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-278- 2.25% |
$32.6K - $36.4K
|
12.1K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-60- 2.11% |
$7.05K - $7.86K
|
2.78K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26K- 47.91% |
$3.05M - $3.4M
|
28.2K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-26- 0.49% |
$3.05K - $3.41K
|
5.26K
$614K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
730+ 6.25% |
$85.7K - $95.7K
|
12.4K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.47K+ 7.57% |
$290K - $324K
|
35.1K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-72- 0.56% |
$8.46K - $9.44K
|
12.9K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$117 - $131
|
3.21K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-44- 0.61% |
$5.17K - $5.77K
|
7.16K
$836K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-226- 10.81% |
$26.5K - $29.6K
|
1.87K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
136+ 0.44% |
$16K - $17.8K
|
31.3K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.89K- 74.05% |
$692K - $772K
|
2.07K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
500+ 6.16% |
$58.7K - $65.5K
|
8.62K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.59K- 10.94% |
$186K - $208K
|
12.9K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.22K- 29.81% |
$143K - $160K
|
2.87K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25K+ 1.98% |
$147K - $164K
|
64.5K
$7.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.4KNew |
$282K - $315K
|
2.4K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.6K+ 40.53% |
$775K - $865K
|
22.9K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-116- 1.31% |
$13.6K - $15.2K
|
8.76K
$1.02M
|