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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.79K- 4.12% |
$192K - $236K
|
41.7K
$5.16M
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
12+ 0.43% |
$1.29K - $1.58K
|
2.79K
$345K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-192- 1.57% |
$20.6K - $25.3K
|
12K
$1.49M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-25- 32.47% |
$2.68K - $3.3K
|
52
$6.43K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$32.1K - $39.6K
|
300
$37.1K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-219Closed |
$20.5K - $25.9K
|
0
$0
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10KNew |
$939K - $1.19M
|
10K
$1.24M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-36- 0.2% |
$3.38K - $4.26K
|
17.7K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 16.17% |
$9.75K - $12.3K
|
747
$92.4K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
209New |
$19.6K - $24.8K
|
209
$25.8K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8- 29.63% |
$750 - $948
|
19
$2.35K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.73KClosed |
$631K - $798K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.59KNew |
$524K - $662K
|
5.59K
$691K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
275+ 1.88% |
$25.8K - $32.6K
|
14.9K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.44K- 11.36% |
$135K - $170K
|
11.2K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
20.8KNew |
$1.95M - $2.47M
|
20.8K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-21.2KClosed |
$1.99M - $2.51M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-191- 6.84% |
$17.9K - $22.6K
|
2.6K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
40KNew |
$3.75M - $4.74M
|
40K
$4.95M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-35- 53.03% |
$3.28K - $4.15K
|
31
$3.83K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.32K- 30.91% |
$218K - $275K
|
5.19K
$641K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6.63KNew |
$622K - $785K
|
6.63K
$820K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-51.3K- 96.61% |
$4.81M - $6.08M
|
1.8K
$223K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
103New |
$9.66K - $12.2K
|
103
$12.7K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
658+ 22.39% |
$61.7K - $77.9K
|
3.6K
$445K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-245- 24.8% |
$23K - $29K
|
743
$91.9K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
335New |
$31.4K - $39.7K
|
335
$41.4K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-315- 4.94% |
$29.5K - $37.3K
|
6.06K
$749K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 37.5% |
$844 - $1.07K
|
15
$1.85K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.11K+ 2.04% |
$291K - $368K
|
155K
$19.2M
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
19.8KNew |
$1.86M - $2.34M
|
19.8K
$2.45M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 6.48% |
$2.16K - $2.72K
|
378
$46.7K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
354+ 85.51% |
$33.2K - $41.9K
|
768
$94.9K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-44- 95.65% |
$4.13K - $5.21K
|
2
$247
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.99KNew |
$186K - $235K
|
1.99K
$246K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
850New |
$79.7K - $101K
|
850
$105K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.66KNew |
$250K - $316K
|
2.66K
$329K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-200- 13.54% |
$18.8K - $23.7K
|
1.28K
$158K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2KNew |
$188K - $237K
|
2K
$247K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.61K
|
22
$2.72K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22New |
$2.06K - $2.61K
|
22
$2.72K
|
|
Q2 2022 | |||||||
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
580New |
$56.8K - $74.8K
|
580
$71.7K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-587Closed |
$57.5K - $75.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-804Closed |
$78.7K - $104K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-150Closed |
$14.7K - $19.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
247+ 4.99% |
$24.2K - $31.9K
|
5.2K
$643K
|
|
Aug 15, 2022
Q2 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-309KClosed |
$30.2M - $39.8M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-80Closed |
$7.84K - $10.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.08% |
$1.76K - $2.32K
|
1.68K
$208K
|