Latest Institutional Transactions on Vanguard Energy ETF (VDE)
This table provides information on the latest institutional transactions involving Vanguard Energy ETF (VDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-75- 50.0% |
$8.81K - $9.83K
|
75
$9.27K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
415+ 3.56% |
$48.7K - $54.4K
|
12.1K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-587- 7.22% |
$68.9K - $76.9K
|
7.55K
$933K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26K- 47.91% |
$3.05M - $3.4M
|
28.2K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-26- 0.49% |
$3.05K - $3.41K
|
5.26K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
730+ 6.25% |
$85.7K - $95.7K
|
12.4K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-72- 0.56% |
$8.46K - $9.44K
|
12.9K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-44- 0.61% |
$5.17K - $5.77K
|
7.16K
$886K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
136+ 0.44% |
$16K - $17.8K
|
31.3K
$3.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.89K- 74.05% |
$692K - $772K
|
2.07K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.22K- 29.81% |
$143K - $160K
|
2.87K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.4KNew |
$282K - $315K
|
2.4K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.6K+ 40.53% |
$775K - $865K
|
22.9K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-116- 1.31% |
$13.6K - $15.2K
|
8.76K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.65KNew |
$194K - $216K
|
1.65K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$117 - $131
|
1.37K
$169K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-11- 0.46% |
$1.29K - $1.44K
|
2.36K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
22+ 0.95% |
$2.58K - $2.88K
|
2.35K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-224- 49.78% |
$26.3K - $29.4K
|
226
$27.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.95K+ 2.24% |
$229K - $255K
|
88.9K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8KNew |
$211K - $235K
|
1.8K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
23+ 0.54% |
$2.7K - $3.01K
|
4.32K
$534K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.22% |
$117 - $131
|
83
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.22% |
$150K - $167K
|
103K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.95KNew |
$346K - $386K
|
2.95K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 3.68% |
$7.99K - $8.91K
|
1.78K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
206+ 5.76% |
$24.2K - $27K
|
3.78K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.31K+ 10.46% |
$153K - $171K
|
13.8K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.61K+ 11.38% |
$307K - $342K
|
25.5K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 22.66% |
$132K - $147K
|
6.09K
$753K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
151+ 1.01% |
$17.7K - $19.8K
|
15.2K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$705 - $786
|
6
$742
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.86KNew |
$218K - $243K
|
1.86K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.47KNew |
$643K - $717K
|
5.47K
$677K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.43% |
$3.05K - $3.41K
|
6.14K
$758K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.73K- 15.9% |
$437K - $488K
|
19.7K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-474- 17.3% |
$55.7K - $62.1K
|
2.27K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.14K- 38.88% |
$134K - $150K
|
1.79K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
400+ 9.5% |
$47K - $52.4K
|
4.61K
$570K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
608+ 4.59% |
$71.4K - $79.7K
|
13.8K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-962- 53.41% |
$113K - $126K
|
839
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.52KNew |
$766K - $855K
|
6.52K
$806K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6+ 0.15% |
$705 - $786
|
4.14K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.95KNew |
$228K - $255K
|
1.95K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.65% |
$117 - $131
|
155
$19.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 1.69% |
$11.7K - $13.1K
|
5.8K
$717K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 0.39% |
$4.7K - $5.24K
|
10.3K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.41K+ 3.67% |
$166K - $185K
|
39.9K
$4.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 5.59% |
$6.22K - $6.95K
|
1K
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-570- 13.03% |
$66.9K - $74.7K
|
3.8K
$470K
|