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 |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.93KClosed |
$205K - $292K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$15.6K - $22.3K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-19Closed |
$714 - $1.08K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.15KClosed |
$80.7K - $122K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
6.24KNew |
$235K - $353K
|
6.24K
$772K
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.94KClosed |
$261K - $393K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-135Closed |
$5.07K - $7.64K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$704K - $1.06M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-31KClosed |
$1.16M - $1.75M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7.28KClosed |
$273K - $412K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200Closed |
$7.52K - $11.3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-198Closed |
$7.44K - $11.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7Closed |
$263 - $396
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-501Closed |
$18.8K - $28.4K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
145New |
$5.45K - $8.21K
|
145
$17.9K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-430Closed |
$16.2K - $24.3K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-600Closed |
$22.5K - $34K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-23KClosed |
$864K - $1.3M
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.82KClosed |
$219K - $329K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-126Closed |
$4.74K - $7.13K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-17.3KClosed |
$698K - $900K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125New |
$5.04K - $6.5K
|
125
$15.5K
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-58Closed |
$2.34K - $3.02K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-75.6KClosed |
$3.05M - $3.94M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-137Closed |
$5.52K - $7.13K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.93KNew |
$118K - $152K
|
2.93K
$362K
|
|
Nov 09, 2020
Q3 2020
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.08KClosed |
$164K - $212K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-386Closed |
$15.6K - $20.1K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-45Closed |
$1.81K - $2.34K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25New |
$1.01K - $1.3K
|
25
$3.09K
|
|
Oct 21, 2020
Q3 2020
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-8.7KClosed |
$351K - $453K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
BUY
|
- |
1.2K+ 100.0% |
$48.4K - $62.4K
|
2.4K
$297K
|
|
Oct 16, 2020
Q3 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-4.96KClosed |
$200K - $258K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-17.5KClosed |
$703K - $908K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
697+ 43.1% |
$25.4K - $44K
|
2.31K
$286K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-305Closed |
$11.1K - $19.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$583 - $1.01K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1KClosed |
$36.4K - $63.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-31KClosed |
$1.13M - $1.96M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-29.9KClosed |
$1.09M - $1.89M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$3.64K - $6.31K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-40Closed |
$1.46K - $2.52K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.51KClosed |
$201K - $347K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.7KClosed |
$171K - $296K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.67KClosed |
$206K - $357K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-581Closed |
$21.2K - $36.6K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-13.3KClosed |
$485K - $839K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3.97KNew |
$144K - $250K
|
3.97K
$490K
|
|
Aug 04, 2020
Q2 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-221Closed |
$8.05K - $13.9K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-68KClosed |
$2.48M - $4.29M
|
0
$0
|