Purchases and Sales Made in Q4 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
193K+ 11313.93% |
$22.5M - $26.4M
|
195K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39.6K+ 524.49% |
$4.62M - $5.42M
|
47.2K
$5.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
34.2KNew |
$3.99M - $4.68M
|
34.2K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 89.47% |
$3.11M - $3.65M
|
56.5K
$7.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
24.1K+ 406.79% |
$2.81M - $3.29M
|
30K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.4KNew |
$2.61M - $3.06M
|
22.4K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20KNew |
$2.33M - $2.73M
|
20K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
19.7KNew |
$2.3M - $2.7M
|
19.7K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
19.2KNew |
$2.24M - $2.63M
|
19.2K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
15.2KNew |
$1.77M - $2.08M
|
15.2K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.2K+ 40.99% |
$1.42M - $1.67M
|
41.9K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.1K+ 69.26% |
$1.29M - $1.52M
|
27.1K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.32KNew |
$970K - $1.14M
|
8.32K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6.62K+ 24.78% |
$772K - $905K
|
33.3K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.92K+ 3.08% |
$690K - $809K
|
198K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.28KNew |
$616K - $723K
|
5.28K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.19KNew |
$606K - $710K
|
5.19K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5K+ 124.51% |
$583K - $684K
|
9.01K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.4K+ 11.67% |
$514K - $602K
|
42.1K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
4.03K+ 9.25% |
$470K - $551K
|
47.6K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.03K+ 24.49% |
$470K - $551K
|
20.5K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57K+ 15.67% |
$416K - $488K
|
26.4K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.41KNew |
$398K - $466K
|
3.41K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.31K+ 25.95% |
$386K - $453K
|
16.1K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.2KNew |
$373K - $438K
|
3.2K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.14KNew |
$366K - $429K
|
3.14K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.08KNew |
$360K - $422K
|
3.08K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.08K+ 8.84% |
$359K - $421K
|
37.9K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.08K+ 13.24% |
$359K - $421K
|
26.3K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$350K - $410K
|
3K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.84KNew |
$331K - $388K
|
2.84K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.8K+ 62.94% |
$327K - $383K
|
7.25K
$919K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.72K+ 5.66% |
$318K - $373K
|
50.9K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.42K+ 2.13% |
$282K - $331K
|
116K
$14.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.28KNew |
$266K - $311K
|
2.28K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.18KNew |
$254K - $298K
|
2.18K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.08KNew |
$242K - $284K
|
2.08K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.03K+ 6.31% |
$236K - $277K
|
34.1K
$4.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.01KNew |
$234K - $275K
|
2.01K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2K+ 24.46% |
$234K - $274K
|
10.2K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 42.15% |
$229K - $269K
|
6.63K
$841K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.89KNew |
$220K - $258K
|
1.89K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.89K+ 30.34% |
$220K - $258K
|
8.11K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.8KNew |
$210K - $246K
|
1.8K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79KNew |
$208K - $244K
|
1.79K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.69K+ 2.7% |
$198K - $232K
|
64.4K
$8.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.65K+ 34.09% |
$192K - $225K
|
6.47K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 126.16% |
$184K - $216K
|
2.83K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.32K+ 2.69% |
$154K - $181K
|
50.3K
$6.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23K+ 11.44% |
$144K - $169K
|
12K
$1.52M
|