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 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.68KNew |
$196K - $230K
|
1.68K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.65K+ 34.09% |
$192K - $225K
|
6.47K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 126.16% |
$184K - $216K
|
2.83K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.32K+ 2.69% |
$154K - $181K
|
50.3K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 53.72% |
$147K - $173K
|
3.61K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23K+ 11.44% |
$144K - $169K
|
12K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$143K - $167K
|
1.22K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.18K+ 54.02% |
$137K - $161K
|
3.35K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.17K+ 7.51% |
$137K - $160K
|
16.8K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.08K+ 4.88% |
$126K - $148K
|
23.3K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 20.85% |
$119K - $139K
|
5.89K
$728K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1K+ 9.87% |
$117K - $137K
|
11.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
1K+ 1.96% |
$117K - $137K
|
52K
$6.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
970+ 3.26% |
$113K - $133K
|
30.7K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
960+ 2.89% |
$112K - $131K
|
34.2K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
859+ 44.39% |
$100K - $117K
|
2.79K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
850+ 51.27% |
$99.2K - $116K
|
2.51K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
822+ 3.52% |
$95.9K - $112K
|
24.2K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
708+ 0.71% |
$82.6K - $96.8K
|
100K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
682+ 2.9% |
$79.6K - $93.3K
|
24.2K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
680+ 15.74% |
$79.3K - $93K
|
5K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
605+ 46.08% |
$70.6K - $82.8K
|
1.92K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 4.07% |
$70K - $82.1K
|
15.3K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
588+ 11.85% |
$68.6K - $80.4K
|
5.55K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
538+ 8.25% |
$62.8K - $73.6K
|
7.06K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
481+ 2.1% |
$56.1K - $65.8K
|
23.4K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
474+ 1.28% |
$55.3K - $64.8K
|
37.4K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456+ 2.06% |
$53.2K - $62.4K
|
22.6K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
449New |
$52.4K - $61.4K
|
449
$55.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
420+ 6.67% |
$49K - $57.4K
|
6.72K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
396New |
$46.2K - $54.2K
|
396
$49K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
387+ 7.58% |
$45.2K - $52.9K
|
5.49K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
341+ 2.82% |
$39.8K - $46.6K
|
12.4K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
341+ 7.33% |
$39.8K - $46.6K
|
5K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
318+ 16.0% |
$37.1K - $43.5K
|
2.31K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
306+ 1.66% |
$35.7K - $41.9K
|
18.8K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
287+ 1.34% |
$33.5K - $39.3K
|
21.8K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 10.58% |
$29.5K - $34.6K
|
2.65K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
251+ 2.95% |
$29.3K - $34.3K
|
8.77K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
248+ 1.31% |
$28.9K - $33.9K
|
19.2K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 9.49% |
$28K - $32.8K
|
2.77K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
230+ 23.19% |
$26.8K - $31.5K
|
1.22K
$151K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
220+ 3.75% |
$25.7K - $30.1K
|
6.08K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
219+ 8.54% |
$25.6K - $30K
|
2.78K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
217+ 0.96% |
$25.3K - $29.7K
|
22.7K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
186+ 0.69% |
$21.7K - $25.4K
|
27K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.92% |
$20.7K - $24.2K
|
19.4K
$2.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 0.48% |
$19.5K - $22.8K
|
34.9K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158New |
$18.4K - $21.6K
|
158
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 13.74% |
$18.1K - $21.2K
|
1.28K
$159K
|