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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.06% |
$224 - $263
|
3.3K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
16.7KNew |
$1.86M - $2.19M
|
16.7K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-123- 13.16% |
$13.7K - $16.2K
|
812
$100K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
155New |
$17.3K - $20.4K
|
155
$19.2K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.96KNew |
$219K - $258K
|
1.96K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.57KNew |
$623K - $734K
|
5.57K
$689K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1New |
$112 - $132
|
1
$124
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 3.16% |
$11.2K - $13.2K
|
3.26K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-12.9K- 24.41% |
$1.45M - $1.7M
|
40.1K
$4.95M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.15K- 62.05% |
$911K - $1.07M
|
4.99K
$617K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2+ 0.04% |
$224 - $263
|
5.33K
$659K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-157- 1.8% |
$17.5K - $20.7K
|
8.58K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.12KNew |
$237K - $279K
|
2.12K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.65KNew |
$184K - $217K
|
1.65K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-123- 6.77% |
$13.7K - $16.2K
|
1.69K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33New |
$3.69K - $4.35K
|
33
$4.08K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.52KNew |
$170K - $200K
|
1.52K
$188K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.65% |
$112 - $132
|
155
$19.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
129New |
$14.4K - $17K
|
129
$15.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 2000.0% |
$2.24K - $2.63K
|
21
$2.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
116+ 6.71% |
$13K - $15.3K
|
1.84K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.2K- 52.51% |
$1.81M - $2.13M
|
14.7K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-112- 28.79% |
$12.5K - $14.8K
|
277
$34.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
7New |
$782 - $922
|
7
$865
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-2.9K- 7.72% |
$324K - $381K
|
34.6K
$4.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.96KNew |
$220K - $259K
|
1.96K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.1K- 91.67% |
$123K - $145K
|
100
$12.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.82KNew |
$427K - $503K
|
3.82K
$472K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.69K+ 94.52% |
$189K - $223K
|
3.48K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
382New |
$42.7K - $50.3K
|
382
$47.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
40+ 0.65% |
$4.47K - $5.27K
|
6.24K
$771K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
244+ 14.22% |
$27.3K - $32.1K
|
1.96K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-169- 9.79% |
$18.9K - $22.3K
|
1.56K
$192K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
24+ 0.64% |
$2.68K - $3.16K
|
3.8K
$470K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.5KNew |
$2.96M - $3.49M
|
26.5K
$3.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.26% |
$224 - $263
|
49
$6.06K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
150New |
$16.8K - $19.8K
|
150
$18.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
602New |
$67.3K - $79.3K
|
602
$74.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-267- 25.02% |
$29.8K - $35.2K
|
800
$98.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
236New |
$26.4K - $31.1K
|
236
$29.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-226- 11.59% |
$25.3K - $29.8K
|
1.72K
$213K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-131- 3.24% |
$14.6K - $17.3K
|
3.91K
$483K
|
|
| Q4 2023 | |||||||
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.82% |
$113 - $129
|
56
$6.92K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.2KClosed |
$703K - $798K
|
0
$0
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
71New |
$8.05K - $9.14K
|
71
$8.78K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$1.7K - $1.93K
|
15
$1.85K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.65KNew |
$641K - $728K
|
5.65K
$699K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10New |
$1.13K - $1.29K
|
10
$1.24K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4KNew |
$453K - $515K
|
4K
$494K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
80New |
$9.07K - $10.3K
|
80
$9.89K
|
|