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 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.17K+ 7.51% |
$137K - $160K
|
16.8K
$2.08M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
396New |
$46.2K - $54.2K
|
396
$49K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$117 - $137
|
2.84K
$351K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
822+ 3.52% |
$95.9K - $112K
|
24.2K
$2.99M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57K+ 15.67% |
$416K - $488K
|
26.4K
$3.26M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.36% |
$2.1K - $2.46K
|
5.06K
$625K
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-537- 14.11% |
$62.7K - $73.5K
|
3.27K
$404K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-113- 1.84% |
$13.2K - $15.5K
|
6.03K
$746K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 19.42% |
$2.33K - $2.74K
|
123
$15.2K
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
1K+ 1.96% |
$117K - $137K
|
52K
$6.43M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-488- 5.74% |
$56.9K - $66.7K
|
8.01K
$991K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$933 - $1.09K
|
8
$989
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
248+ 1.31% |
$28.9K - $33.9K
|
19.2K
$2.37M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.79K- 6.51% |
$208K - $244K
|
25.6K
$3.17M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.92K- 56.49% |
$924K - $1.08M
|
6.1K
$754K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5K+ 124.51% |
$583K - $684K
|
9.01K
$1.11M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 7.48% |
$231K - $270K
|
24.5K
$3.02M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.08K+ 4.88% |
$126K - $148K
|
23.3K
$2.88M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39.6K+ 524.49% |
$4.62M - $5.42M
|
47.2K
$5.83M
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
12+ 0.69% |
$1.4K - $1.64K
|
1.74K
$216K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-971- 21.0% |
$113K - $133K
|
3.65K
$451K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.1% |
$233 - $274
|
183
$22.6K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.2K+ 40.99% |
$1.42M - $1.67M
|
41.9K
$5.18M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.85K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64+ 1.29% |
$7.47K - $8.75K
|
5.03K
$621K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-854- 26.55% |
$99.6K - $117K
|
2.36K
$292K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158New |
$18.4K - $21.6K
|
158
$19.5K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
193K+ 11313.93% |
$22.5M - $26.4M
|
195K
$24.1M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.01KNew |
$234K - $275K
|
2.01K
$248K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$933 - $1.09K
|
8
$989
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.03K+ 24.49% |
$470K - $551K
|
20.5K
$2.53M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-646- 13.39% |
$75.4K - $88.4K
|
4.18K
$516K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-90- 1.34% |
$10.5K - $12.3K
|
6.64K
$821K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 25.96% |
$26.7K - $31.3K
|
653
$80.7K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.19KNew |
$606K - $710K
|
5.19K
$642K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
230+ 23.19% |
$26.8K - $31.5K
|
1.22K
$151K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 6.47% |
$8.28K - $9.71K
|
1.17K
$144K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 9.49% |
$28K - $32.8K
|
2.77K
$342K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
39+ 1.4% |
$4.55K - $5.33K
|
2.82K
$348K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 42.15% |
$229K - $269K
|
6.63K
$819K
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 2.0% |
$117 - $137
|
51
$6.31K
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
219+ 8.54% |
$25.6K - $30K
|
2.78K
$344K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55+ 8.53% |
$6.42K - $7.52K
|
700
$86.5K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29- 29.29% |
$3.38K - $3.97K
|
70
$8.65K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 20.85% |
$119K - $139K
|
5.89K
$728K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$11.7K - $13.7K
|
100
$12.4K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-232- 2.02% |
$27.1K - $31.7K
|
11.3K
$1.39M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 15.35% |
$12K - $14.1K
|
568
$70.2K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$17.5K - $20.5K
|
150
$18.5K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.32KNew |
$970K - $1.14M
|
8.32K
$1.03M
|