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 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
217+ 0.96% |
$25.3K - $29.7K
|
22.7K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.08K+ 13.24% |
$359K - $421K
|
26.3K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79KNew |
$208K - $244K
|
1.79K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.04K- 11.5% |
$121K - $142K
|
7.99K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
850+ 51.27% |
$99.2K - $116K
|
2.51K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6.62K+ 24.78% |
$772K - $905K
|
33.3K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
19.7KNew |
$2.3M - $2.7M
|
19.7K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$126K - $148K
|
16.4K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.32K+ 2.69% |
$154K - $181K
|
50.3K
$6.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 26.67% |
$933 - $1.09K
|
22
$2.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-211- 7.01% |
$24.6K - $28.9K
|
2.8K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
474+ 1.28% |
$55.3K - $64.8K
|
37.4K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 322.22% |
$3.38K - $3.97K
|
38
$4.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.92% |
$20.7K - $24.2K
|
19.4K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.1K+ 69.26% |
$1.29M - $1.52M
|
27.1K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
97+ 0.93% |
$11.3K - $13.3K
|
10.5K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$143K - $167K
|
1.22K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
186+ 0.69% |
$21.7K - $25.4K
|
27K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
4.03K+ 9.25% |
$470K - $551K
|
47.6K
$5.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.91K- 7.82% |
$457K - $535K
|
46.1K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 46.3% |
$29.2K - $34.2K
|
290
$36.1K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-205- 2.77% |
$23.9K - $28K
|
7.2K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-564- 8.12% |
$65.8K - $77.1K
|
6.39K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.14KNew |
$366K - $429K
|
3.14K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.63% |
$1.28K - $1.5K
|
1.77K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.21% |
$17.5K - $20.5K
|
6.65K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 1.34% |
$233 - $274
|
151
$18.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-24- 4.92% |
$2.8K - $3.28K
|
464
$57.7K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-16- 7.41% |
$1.87K - $2.19K
|
200
$24.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 89.47% |
$3.11M - $3.65M
|
56.5K
$7.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.48K- 9.67% |
$173K - $202K
|
13.8K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$3.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456+ 2.06% |
$53.2K - $62.4K
|
22.6K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 4.07% |
$70K - $82.1K
|
15.3K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-137- 4.63% |
$16K - $18.7K
|
2.82K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-10.5K- 63.3% |
$1.23M - $1.44M
|
6.09K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.43% |
$1.63K - $1.91K
|
3.26K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-469- 7.8% |
$54.7K - $64.1K
|
5.54K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-170- 1.21% |
$19.8K - $23.3K
|
13.9K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20KNew |
$2.33M - $2.73M
|
20K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 5.66% |
$350 - $410
|
56
$6.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
306+ 1.66% |
$35.7K - $41.9K
|
18.8K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
420+ 6.67% |
$49K - $57.4K
|
6.72K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.06K- 11.73% |
$240K - $281K
|
15.5K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-943- 14.46% |
$110K - $129K
|
5.58K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
96+ 1.64% |
$11.2K - $13.1K
|
5.94K
$739K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
91+ 0.67% |
$10.6K - $12.4K
|
13.7K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
287+ 1.34% |
$33.5K - $39.3K
|
21.8K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.35% |
$10.5K - $12.3K
|
25.6K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.84KNew |
$331K - $388K
|
2.84K
$353K
|