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 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-961- 11.48% |
$112K - $131K
|
7.41K
$922K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-968- 1.76% |
$113K - $132K
|
54K
$6.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-970- 12.6% |
$113K - $133K
|
6.73K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-971- 21.0% |
$113K - $133K
|
3.65K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.04K- 11.5% |
$121K - $142K
|
7.99K
$995K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.04K- 35.95% |
$121K - $142K
|
1.85K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$126K - $148K
|
16.4K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 13.77% |
$141K - $165K
|
7.55K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.28K- 13.07% |
$149K - $175K
|
8.51K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.3K- 9.03% |
$152K - $178K
|
13.1K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.41K- 33.53% |
$164K - $192K
|
2.79K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.48K- 9.67% |
$173K - $202K
|
13.8K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 6.82% |
$193K - $226K
|
22.6K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.79K- 6.51% |
$208K - $244K
|
25.6K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 7.48% |
$231K - $270K
|
24.5K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.06K- 11.73% |
$240K - $281K
|
15.5K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.5K- 96.93% |
$291K - $341K
|
79
$9.83K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.8K- 11.79% |
$327K - $383K
|
21K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.21K- 26.03% |
$375K - $439K
|
9.13K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 23.38% |
$393K - $461K
|
11K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.51K- 51.11% |
$409K - $480K
|
3.36K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.91K- 7.82% |
$457K - $535K
|
46.1K
$5.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.19K- 2.44% |
$489K - $573K
|
167K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.31K- 3.82% |
$503K - $590K
|
108K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.15K- 5.58% |
$601K - $704K
|
87K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.92K- 56.49% |
$924K - $1.08M
|
6.1K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.5K- 13.18% |
$992K - $1.16M
|
56K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.92K- 48.78% |
$1.16M - $1.36M
|
10.4K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 31.93% |
$1.22M - $1.43M
|
22.4K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-10.5K- 63.3% |
$1.23M - $1.44M
|
6.09K
$758K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.5K- 74.84% |
$1.34M - $1.57M
|
3.87K
$482K
|