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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31+ 75.61% |
$3.69K - $4.12K
|
72
$8.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-396- 50.0% |
$47.2K - $52.6K
|
396
$47.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 10.76% |
$71.5K - $79.7K
|
4.98K
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-167- 6.0% |
$19.9K - $22.2K
|
2.62K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 46.67% |
$834 - $929
|
8
$957
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.27K- 7.56% |
$270K - $301K
|
27.7K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
23.3KNew |
$2.78M - $3.1M
|
23.3K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-324- 4.88% |
$38.6K - $43K
|
6.32K
$756K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43K+ 150.64% |
$409K - $455K
|
5.71K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
186+ 28.48% |
$22.2K - $24.7K
|
839
$100K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
162+ 1.22% |
$19.3K - $21.5K
|
13.5K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-114- 9.79% |
$13.6K - $15.1K
|
1.05K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 2.96% |
$715 - $797
|
197
$23.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-589- 14.48% |
$70.2K - $78.2K
|
3.48K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$834 - $929
|
4.15K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.6KNew |
$191K - $212K
|
1.6K
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
35+ 0.17% |
$4.17K - $4.65K
|
20.5K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-27- 0.62% |
$3.22K - $3.58K
|
4.3K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
189+ 10.58% |
$22.5K - $25.1K
|
1.98K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.12K+ 7.41% |
$134K - $149K
|
16.3K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-330- 17.22% |
$39.3K - $43.8K
|
1.59K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-75- 50.0% |
$8.94K - $9.96K
|
75
$8.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-304- 4.62% |
$36.2K - $40.4K
|
6.27K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.66K+ 8.24% |
$1.03M - $1.15M
|
114K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 12.5% |
$477 - $531
|
36
$4.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
183+ 0.8% |
$21.8K - $24.3K
|
22.9K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
40+ 0.72% |
$4.77K - $5.31K
|
5.61K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
872+ 4.42% |
$104K - $116K
|
20.6K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-90- 1.16% |
$10.7K - $11.9K
|
7.66K
$917K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-57- 0.79% |
$6.79K - $7.57K
|
7.15K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-758- 26.81% |
$90.3K - $101K
|
2.07K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$467K - $520K
|
3.92K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-465- 1.33% |
$55.4K - $61.7K
|
34.4K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
525+ 2.17% |
$62.5K - $69.7K
|
24.7K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
735+ 5.05% |
$87.6K - $97.6K
|
15.3K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 5.15% |
$6.79K - $7.57K
|
1.16K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.63KNew |
$195K - $217K
|
1.63K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
654New |
$77.9K - $86.8K
|
654
$78.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-47- 1.38% |
$5.6K - $6.24K
|
3.36K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.08KNew |
$248K - $276K
|
2.08K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.38K- 17.3% |
$165K - $184K
|
6.61K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.96KNew |
$353K - $393K
|
2.96K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
519+ 57.16% |
$61.8K - $68.9K
|
1.43K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-170- 3.99% |
$20.3K - $22.6K
|
4.09K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-365- 5.5% |
$43.5K - $48.5K
|
6.27K
$751K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.88K- 30.91% |
$1.06M - $1.18M
|
19.8K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.12K- 31.5% |
$491K - $548K
|
8.97K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 6.72% |
$233K - $259K
|
31K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
115+ 3.67% |
$13.7K - $15.3K
|
3.25K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.4KNew |
$1.48M - $1.65M
|
12.4K
$1.49M
|