Purchases and Sales Made in Q4 2024 in Vanguard Energy ETF (VDE)
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 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
219+ 8.54% |
$25.6K - $30K
|
2.78K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
217+ 0.96% |
$25.3K - $29.7K
|
22.7K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
186+ 0.69% |
$21.7K - $25.4K
|
27K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.92% |
$20.7K - $24.2K
|
19.4K
$2.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 0.48% |
$19.5K - $22.8K
|
34.9K
$4.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 13.74% |
$18.1K - $21.2K
|
1.28K
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
154+ 45.43% |
$18K - $21.1K
|
493
$63.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
153+ 7.98% |
$17.9K - $20.9K
|
2.07K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$17.5K - $20.5K
|
150
$19.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
140+ 5.56% |
$16.3K - $19.1K
|
2.66K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
135+ 11.57% |
$15.8K - $18.5K
|
1.3K
$168K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
115+ 0.65% |
$13.4K - $15.7K
|
17.8K
$2.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 1.83% |
$12.8K - $15K
|
6.11K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$11.7K - $13.7K
|
100
$12.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
97+ 0.93% |
$11.3K - $13.3K
|
10.5K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
96+ 1.64% |
$11.2K - $13.1K
|
5.94K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
91+ 0.67% |
$10.6K - $12.4K
|
13.7K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
76+ 3.36% |
$8.87K - $10.4K
|
2.34K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 6.47% |
$8.28K - $9.71K
|
1.17K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 1.29% |
$7.35K - $8.62K
|
4.95K
$638K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$6.42K - $7.52K
|
55
$7.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
39+ 1.4% |
$4.55K - $5.33K
|
2.82K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
33New |
$3.85K - $4.51K
|
33
$4.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 322.22% |
$3.38K - $3.97K
|
38
$4.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27+ 0.82% |
$3.15K - $3.69K
|
3.32K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$3.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
23+ 2.12% |
$2.68K - $3.15K
|
1.11K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.63% |
$1.28K - $1.5K
|
1.77K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.06% |
$1.05K - $1.23K
|
857
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$933 - $1.09K
|
8
$1.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 1.55% |
$700 - $821
|
392
$50.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.92% |
$467 - $547
|
212
$27.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 5.66% |
$350 - $410
|
56
$7.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 1.34% |
$233 - $274
|
151
$19.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.68% |
$233 - $274
|
121
$15.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 2.0% |
$117 - $137
|
51
$6.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.59% |
$117 - $137
|
64
$8.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7- 0.12% |
$817 - $957
|
6.02K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 26.67% |
$933 - $1.09K
|
22
$2.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.43% |
$1.63K - $1.91K
|
3.26K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-16- 7.41% |
$1.87K - $2.19K
|
200
$25.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-24- 4.92% |
$2.8K - $3.28K
|
464
$59.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 7.19% |
$2.8K - $3.28K
|
310
$39.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29- 29.29% |
$3.38K - $3.97K
|
70
$9.02K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-45- 0.45% |
$5.25K - $6.16K
|
9.93K
$1.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-75- 3.5% |
$8.75K - $10.3K
|
2.07K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-76- 0.69% |
$8.87K - $10.4K
|
11K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-90- 1.34% |
$10.5K - $12.3K
|
6.64K
$856K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.35% |
$10.5K - $12.3K
|
25.6K
$3.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-91- 2.35% |
$10.6K - $12.4K
|
3.78K
$487K
|