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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.21% |
$17.5K - $20.5K
|
6.65K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-162- 2.19% |
$18.9K - $22.2K
|
7.24K
$901K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-170- 1.21% |
$19.8K - $23.3K
|
13.9K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-170- 8.26% |
$19.8K - $23.3K
|
1.89K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-170- 1.32% |
$19.8K - $23.3K
|
12.7K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-177- 9.23% |
$20.7K - $24.2K
|
1.74K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-178- 1.43% |
$20.8K - $24.3K
|
12.2K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-184- 18.78% |
$21.5K - $25.2K
|
796
$99.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-197- 8.44% |
$23K - $26.9K
|
2.14K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 7.28% |
$23.3K - $27.4K
|
2.55K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-200- 5.24% |
$23.3K - $27.4K
|
3.62K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-200- 4.35% |
$23.3K - $27.4K
|
4.4K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-205- 2.77% |
$23.9K - $28K
|
7.2K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-211- 7.01% |
$24.6K - $28.9K
|
2.8K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-213- 11.42% |
$24.9K - $29.1K
|
1.65K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-216- 9.89% |
$25.2K - $29.5K
|
1.97K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 14.52% |
$26K - $30.5K
|
1.31K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 25.96% |
$26.7K - $31.3K
|
653
$81.3K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-232- 2.02% |
$27.1K - $31.7K
|
11.3K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-234- 0.67% |
$27.3K - $32K
|
34.9K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 46.3% |
$29.2K - $34.2K
|
290
$36.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-251- 1.03% |
$29.3K - $34.3K
|
24.1K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-256- 4.17% |
$29.9K - $35K
|
5.88K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-264- 8.17% |
$30.8K - $36.1K
|
2.97K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-265- 13.42% |
$30.9K - $36.2K
|
1.71K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-316- 3.33% |
$36.9K - $43.2K
|
9.17K
$1.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-317- 20.69% |
$37K - $43.4K
|
1.22K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-333- 10.54% |
$38.9K - $45.5K
|
2.83K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-340- 4.87% |
$39.7K - $46.5K
|
6.64K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 4.06% |
$40.8K - $47.9K
|
8.27K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-369- 2.22% |
$43.1K - $50.5K
|
16.2K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-380- 1.99% |
$44.3K - $52K
|
18.7K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-469- 7.8% |
$54.7K - $64.1K
|
5.54K
$690K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-488- 5.74% |
$56.9K - $66.7K
|
8.01K
$997K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-498- 4.93% |
$58.1K - $68.1K
|
9.61K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-516- 0.76% |
$60.2K - $70.6K
|
67.1K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-537- 14.11% |
$62.7K - $73.5K
|
3.27K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-540- 5.46% |
$63K - $73.9K
|
9.36K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-564- 8.12% |
$65.8K - $77.1K
|
6.39K
$795K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-568- 9.02% |
$66.3K - $77.7K
|
5.73K
$713K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-592- 19.77% |
$69.1K - $81K
|
2.4K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-613- 11.7% |
$71.5K - $83.8K
|
4.63K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-646- 13.39% |
$75.4K - $88.4K
|
4.18K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-716- 9.82% |
$83.5K - $97.9K
|
6.58K
$819K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-738- 6.12% |
$86.1K - $101K
|
11.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-747- 31.67% |
$87.2K - $102K
|
1.61K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-854- 26.55% |
$99.6K - $117K
|
2.36K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-862- 12.35% |
$101K - $118K
|
6.12K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-868- 5.87% |
$101K - $119K
|
13.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-943- 14.46% |
$110K - $129K
|
5.58K
$694K
|