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 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-40- 20.41% |
$4.4K - $5.22K
|
156
$19.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58New |
$6.38K - $7.57K
|
58
$7.17K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
541+ 983.64% |
$59.6K - $70.6K
|
596
$73.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
10KNew |
$1.1M - $1.31M
|
10K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.27KNew |
$580K - $688K
|
5.27K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
79KNew |
$8.7M - $10.3M
|
79K
$9.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
15.8KNew |
$1.74M - $2.07M
|
15.8K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-37- 5.97% |
$4.07K - $4.83K
|
583
$72.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-59- 23.89% |
$6.49K - $7.7K
|
188
$23.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-468- 82.39% |
$51.5K - $61.1K
|
100
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.84K- 41.35% |
$312K - $370K
|
4.02K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.6KClosed |
$1.27M - $1.51M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.86KNew |
$975K - $1.16M
|
8.86K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.07KNew |
$228K - $270K
|
2.07K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.85% |
$330 - $392
|
357
$44.1K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.57K+ 6.16% |
$503K - $597K
|
78.8K
$9.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$256K - $304K
|
2.33K
$288K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
145New |
$16K - $18.9K
|
145
$17.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
487New |
$53.6K - $63.6K
|
487
$60.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.26K+ 53.79% |
$579K - $686K
|
15K
$1.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
78New |
$8.59K - $10.2K
|
78
$9.64K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
16New |
$1.76K - $2.09K
|
16
$1.98K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.88KNew |
$207K - $245K
|
1.88K
$232K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17KNew |
$239K - $284K
|
2.17K
$269K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.11K- 71.21% |
$452K - $536K
|
1.66K
$205K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
183New |
$20.1K - $23.9K
|
183
$22.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.68KNew |
$185K - $219K
|
1.68K
$207K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
153+ 9.4% |
$16.8K - $20K
|
1.78K
$220K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
72New |
$7.93K - $9.4K
|
72
$8.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
11New |
$1.21K - $1.44K
|
11
$1.36K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
26+ 1.21% |
$2.86K - $3.39K
|
2.17K
$268K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.84KNew |
$643K - $762K
|
5.84K
$722K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.88KNew |
$207K - $246K
|
1.88K
$233K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.99KNew |
$219K - $260K
|
1.99K
$246K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
SELL
|
- |
-10K- 13.16% |
$1.1M - $1.31M
|
66K
$8.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
41New |
$4.51K - $5.35K
|
41
$5.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-45- 1.4% |
$4.95K - $5.87K
|
3.18K
$393K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
128New |
$14.1K - $16.7K
|
128
$15.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
83.5KNew |
$9.19M - $10.9M
|
83.5K
$10.3M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.51KNew |
$266K - $301K
|
2.51K
$310K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.6K- 96.16% |
$5.36M - $6.07M
|
2.02K
$250K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-26Closed |
$2.75K - $3.12K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
104New |
$11K - $12.5K
|
104
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-5.3K- 50.0% |
$561K - $636K
|
5.3K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
268K+ 10663.68% |
$28.4M - $32.2M
|
271K
$33.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.43KNew |
$257K - $292K
|
2.43K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 50.0% |
$21.2K - $24K
|
200
$24.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-800- 25.81% |
$84.7K - $96K
|
2.3K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60New |
$6.35K - $7.2K
|
60
$7.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-290- 74.94% |
$30.7K - $34.8K
|
97
$12K
|
|