Institutional Ownership Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE). We have compiled data on the 676 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,340
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 77.09%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
10,312
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,305
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
10,170
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
10,108
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,977
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
9,895
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
9,785
shares
|
$1.31 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,740
shares
|
$1.3 Million
0.21% of portfolio
|
Q4 2022
Added 18.95%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,705
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,698
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,662
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,485
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
9,451
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
9,255
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,164
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
9,031
shares
|
$1.21 Million
0.49% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
8,765
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
8,756
shares
|
$1.17 Million
4.16% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
8,620
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,584
shares
|
$1.15 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
8,518
shares
|
$1.14 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,502
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 22.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,496
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,428
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.83%
|