Purchases and Sales Made in Q4 2024 in Vanguard Energy ETF (VDE)

VDE Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 15, 2025 Q4 2024
Kera Capital Partners, Inc.

Sacramento, CA
BUY
 -
34.2K
New
$3.99M - $4.68M
34.2K $4.45M
Jan 17, 2025 Q4 2024
Evolution Wealth Advisors, LLC

BUY
 -
26.7K
+ 89.47%
$3.11M - $3.65M
56.5K $7.35M
Jan 16, 2025 Q4 2024
Transform Wealth, LLC

BUY
 -
22.4K
New
$2.61M - $3.06M
22.4K $2.91M
Jan 17, 2025 Q4 2024
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
20K
New
$2.33M - $2.73M
20K $2.6M
Jan 22, 2025 Q4 2024
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
19.7K
New
$2.3M - $2.7M
19.7K $2.57M
Jan 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
19.2K
New
$2.24M - $2.63M
19.2K $2.5M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
11.1K
+ 69.26%
$1.29M - $1.52M
27.1K $3.52M
Jan 23, 2025 Q4 2024
Calton & Associates, Inc.

BUY
 -
8.32K
New
$970K - $1.14M
8.32K $1.08M
Jan 22, 2025 Q4 2024
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
6.62K
+ 24.78%
$772K - $905K
33.3K $4.33M
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
5.19K
New
$606K - $710K
5.19K $675K
Jan 21, 2025 Q4 2024
Accel Wealth Management

BUY
 -
4.03K
+ 9.25%
$470K - $551K
47.6K $6.19M
Jan 24, 2025 Q4 2024
My Personal Cfo, LLC

BUY
 -
4.03K
+ 24.49%
$470K - $551K
20.5K $2.66M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
3.41K
New
$398K - $466K
3.41K $443K
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
3.31K
+ 25.95%
$386K - $453K
16.1K $2.09M
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
3.14K
New
$366K - $429K
3.14K $408K
Jan 14, 2025 Q4 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
3.08K
New
$360K - $422K
3.08K $401K
Jan 22, 2025 Q4 2024
Lebenthal Global Advisors, LLC

BUY
 -
3.08K
+ 13.24%
$359K - $421K
26.3K $3.42M
Jan 16, 2025 Q4 2024
Cove Private Wealth, LLC

Oyster Bay Cove, NY
BUY
 -
2.84K
New
$331K - $388K
2.84K $369K
Jan 13, 2025 Q4 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.8K
+ 62.94%
$327K - $383K
7.25K $942K
Jan 15, 2025 Q4 2024
Goal Fusion Wealth Management, LLC

BUY
 -
2.72K
+ 5.66%
$318K - $373K
50.9K $6.62M
Jan 16, 2025 Q4 2024
Cmh Wealth Management LLC

BUY
 -
2.42K
+ 2.13%
$282K - $331K
116K $15.1M
Jan 08, 2025 Q4 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.28K
New
$266K - $311K
2.28K $296K
Jan 13, 2025 Q4 2024
Bridge Creek Capital Management LLC

BUY
 -
2.08K
New
$242K - $284K
2.08K $270K
Jan 10, 2025 Q4 2024
Praetorian Wealth Management, Inc.

BUY
 -
2.03K
+ 6.31%
$236K - $277K
34.1K $4.44M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
2K
+ 24.46%
$234K - $274K
10.2K $1.33M
Jan 24, 2025 Q4 2024
Resonant Capital Advisors, LLC

BUY
 -
1.97K
+ 42.15%
$229K - $269K
6.63K $862K
Jan 23, 2025 Q4 2024
Gfs Advisors, LLC

BUY
 -
1.8K
New
$210K - $246K
1.8K $234K
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.79K
New
$208K - $244K
1.79K $232K
Jan 22, 2025 Q4 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.32K
+ 2.69%
$154K - $181K
50.3K $6.55M
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
1.23K
+ 11.44%
$144K - $169K
12K $1.56M
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.22K
New
$143K - $167K
1.22K $159K
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
1.18K
+ 54.02%
$137K - $161K
3.35K $436K
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.02K
+ 20.85%
$119K - $139K
5.89K $766K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
1K
+ 9.87%
$117K - $137K
11.2K $1.45M
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
960
+ 2.89%
$112K - $131K
34.2K $4.45M
Jan 22, 2025 Q4 2024
Falcon Wealth Planning

BUY
 -
850
+ 51.27%
$99.2K - $116K
2.51K $326K
Jan 17, 2025 Q4 2024
Baker Ellis Asset Management LLC

BUY
 -
600
+ 4.07%
$70K - $82.1K
15.3K $1.99M
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
538
+ 8.25%
$62.8K - $73.6K
7.06K $918K
Jan 21, 2025 Q4 2024
Shilanski & Associates, Inc.

BUY
 -
474
+ 1.28%
$55.3K - $64.8K
37.4K $4.86M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
456
+ 2.06%
$53.2K - $62.4K
22.6K $2.93M
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
420
+ 6.67%
$49K - $57.4K
6.72K $873K
Jan 13, 2025 Q4 2024
Sharper & Granite LLC

El Segundo, CA
BUY
 -
341
+ 2.82%
$39.8K - $46.6K
12.4K $1.62M
Jan 14, 2025 Q4 2024
Signal Point Asset Management, LLC

BUY
 -
318
+ 16.0%
$37.1K - $43.5K
2.31K $300K
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
306
+ 1.66%
$35.7K - $41.9K
18.8K $2.44M
Jan 16, 2025 Q4 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
287
+ 1.34%
$33.5K - $39.3K
21.8K $2.83M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
253
+ 10.58%
$29.5K - $34.6K
2.65K $344K
Jan 13, 2025 Q4 2024
First Financial Corp

BUY
 -
251
+ 2.95%
$29.3K - $34.3K
8.77K $1.14M
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
240
+ 9.49%
$28K - $32.8K
2.77K $360K
Jan 24, 2025 Q4 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
230
+ 23.19%
$26.8K - $31.5K
1.22K $159K

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