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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.04K- 11.5% |
$121K - $142K
|
7.99K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.04K- 35.95% |
$121K - $142K
|
1.85K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$126K - $148K
|
16.4K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.3K- 9.03% |
$152K - $178K
|
13.1K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.41K- 33.53% |
$164K - $192K
|
2.79K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.48K- 9.67% |
$173K - $202K
|
13.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.79K- 6.51% |
$208K - $244K
|
25.6K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 7.48% |
$231K - $270K
|
24.5K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.06K- 11.73% |
$240K - $281K
|
15.5K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.8K- 11.79% |
$327K - $383K
|
21K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.21K- 26.03% |
$375K - $439K
|
9.13K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 23.38% |
$393K - $461K
|
11K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.91K- 7.82% |
$457K - $535K
|
46.1K
$5.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.15K- 5.58% |
$601K - $704K
|
87K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.92K- 56.49% |
$924K - $1.08M
|
6.1K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.5K- 13.18% |
$992K - $1.16M
|
56K
$7.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.92K- 48.78% |
$1.16M - $1.36M
|
10.4K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-10.5K- 63.3% |
$1.23M - $1.44M
|
6.09K
$773K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.5K- 74.84% |
$1.34M - $1.57M
|
3.87K
$491K
|