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 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
135+ 11.57% |
$15.8K - $18.5K
|
1.3K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
124+ 1.83% |
$14.5K - $17K
|
6.9K
$853K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
115+ 0.65% |
$13.4K - $15.7K
|
17.8K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$13.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 1.83% |
$12.8K - $15K
|
6.11K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
105+ 1.11% |
$12.3K - $14.4K
|
9.56K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$11.7K - $13.7K
|
100
$12.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
97+ 0.93% |
$11.3K - $13.3K
|
10.5K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
96+ 1.64% |
$11.2K - $13.1K
|
5.94K
$734K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
91+ 0.67% |
$10.6K - $12.4K
|
13.7K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
76+ 3.36% |
$8.87K - $10.4K
|
2.34K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 6.47% |
$8.28K - $9.71K
|
1.17K
$144K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64+ 1.29% |
$7.47K - $8.75K
|
5.03K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 1.29% |
$7.35K - $8.62K
|
4.95K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$6.42K - $7.52K
|
55
$6.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55+ 8.53% |
$6.42K - $7.52K
|
700
$86.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
39+ 1.4% |
$4.55K - $5.33K
|
2.82K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
33New |
$3.85K - $4.51K
|
33
$4.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
32+ 0.46% |
$3.73K - $4.38K
|
6.96K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31+ 0.78% |
$3.62K - $4.24K
|
4K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 322.22% |
$3.38K - $3.97K
|
38
$4.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27+ 0.82% |
$3.15K - $3.69K
|
3.32K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.92K - $3.42K
|
25
$3.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
23+ 2.12% |
$2.68K - $3.15K
|
1.11K
$137K
|
|
|
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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.36% |
$2.1K - $2.46K
|
5.06K
$625K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
15New |
$1.75K - $2.05K
|
15
$1.85K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
12+ 0.69% |
$1.4K - $1.64K
|
1.74K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.63% |
$1.28K - $1.5K
|
1.77K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10+ 0.49% |
$1.17K - $1.37K
|
2.06K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.06% |
$1.05K - $1.23K
|
857
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$933 - $1.09K
|
8
$989
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8New |
$933 - $1.09K
|
8
$989
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 1.55% |
$700 - $821
|
392
$48.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.92% |
$467 - $547
|
212
$26.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.01% |
$467 - $547
|
35.8K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 5.66% |
$350 - $410
|
56
$6.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.91% |
$350 - $410
|
333
$41.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.1% |
$233 - $274
|
183
$22.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 1.34% |
$233 - $274
|
151
$18.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$233 - $274
|
3.21K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.68% |
$233 - $274
|
121
$15K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$117 - $137
|
2.84K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.59% |
$117 - $137
|
64
$7.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.94% |
$117 - $137
|
35
$4.33K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$117 - $137
|
69
$8.53K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 2.0% |
$117 - $137
|
51
$6.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 3.13% |
$117 - $137
|
31
$3.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7- 0.12% |
$817 - $957
|
6.02K
$745K
|