Purchases and Sales Made in Q1 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
752+ 249.83% |
$84.1K - $99K
|
1.05K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
751+ 3.56% |
$83.9K - $98.9K
|
21.9K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
747+ 2.08% |
$83.5K - $98.4K
|
36.6K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
711+ 3.21% |
$79.5K - $93.6K
|
22.8K
$3.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
692+ 1.85% |
$77.3K - $91.1K
|
38.1K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
664+ 17.41% |
$74.2K - $87.4K
|
4.48K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
658+ 1.53% |
$73.5K - $86.7K
|
43.5K
$5.82M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
649+ 9.92% |
$72.5K - $85.5K
|
7.19K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
644+ 6.63% |
$72K - $84.8K
|
10.4K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
629+ 2.79% |
$70.3K - $82.8K
|
23.2K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
620+ 32.86% |
$69.3K - $81.7K
|
2.51K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
620+ 31.49% |
$69.3K - $81.7K
|
2.59K
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
616+ 10.59% |
$68.9K - $81.1K
|
6.43K
$860K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
602New |
$67.3K - $79.3K
|
602
$80.5K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
578+ 0.3% |
$64.6K - $76.1K
|
190K
$25.4M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
557+ 4.52% |
$62.3K - $73.4K
|
12.9K
$1.72M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
550+ 52.18% |
$61.5K - $72.4K
|
1.6K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
537+ 4.72% |
$60K - $70.7K
|
11.9K
$1.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
505+ 31.98% |
$56.4K - $66.5K
|
2.08K
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
505+ 3.22% |
$56.4K - $66.5K
|
16.2K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
488+ 1.97% |
$54.5K - $64.3K
|
25.2K
$3.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450New |
$50.3K - $59.3K
|
450
$60.1K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
448+ 1.48% |
$50.1K - $59K
|
30.7K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
431+ 15.24% |
$48.2K - $56.8K
|
3.26K
$436K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
428+ 4.27% |
$47.8K - $56.4K
|
10.5K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
426+ 166.41% |
$47.6K - $56.1K
|
682
$91.2K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
391+ 4.57% |
$43.7K - $51.5K
|
8.95K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
383+ 1.38% |
$42.8K - $50.4K
|
28.2K
$3.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
382New |
$42.7K - $50.3K
|
382
$51.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
379+ 6.81% |
$42.4K - $49.9K
|
5.94K
$794K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
374+ 1.49% |
$41.8K - $49.3K
|
25.4K
$3.4M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
370+ 1.15% |
$41.4K - $48.7K
|
32.6K
$4.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
346+ 3.02% |
$38.7K - $45.6K
|
11.8K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
335+ 2.46% |
$37.4K - $44.1K
|
14K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
323+ 1.24% |
$36.1K - $42.5K
|
26.4K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
323+ 2.17% |
$36.1K - $42.5K
|
15.2K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
313+ 18.48% |
$35K - $41.2K
|
2.01K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
311+ 1.72% |
$34.8K - $41K
|
18.4K
$2.46M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
305New |
$34.1K - $40.2K
|
305
$40.8K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
281+ 1.04% |
$31.4K - $37K
|
27.3K
$3.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
270+ 1.86% |
$30.2K - $35.6K
|
14.8K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
250+ 4.05% |
$27.9K - $32.9K
|
6.42K
$858K
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
247+ 0.21% |
$27.6K - $32.5K
|
118K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
244+ 14.22% |
$27.3K - $32.1K
|
1.96K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
238+ 3.27% |
$26.6K - $31.3K
|
7.51K
$1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
236New |
$26.4K - $31.1K
|
236
$31.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
225+ 0.98% |
$25.1K - $29.6K
|
23.1K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
220+ 16.79% |
$24.6K - $29K
|
1.53K
$204K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
213New |
$23.8K - $28.1K
|
213
$28.5K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
188New |
$21K - $24.8K
|
188
$25.1K
|