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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
225+ 0.98% |
$25.1K - $29.6K
|
23.1K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
220+ 16.79% |
$24.6K - $29K
|
1.53K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
213New |
$23.8K - $28.1K
|
213
$27.1K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
188New |
$21K - $24.8K
|
188
$23.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
184+ 0.87% |
$20.6K - $24.2K
|
21.2K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
182New |
$20.3K - $24K
|
182
$23.1K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
160+ 1.11% |
$17.9K - $21.1K
|
14.5K
$1.85M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
155New |
$17.3K - $20.4K
|
155
$19.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
150New |
$16.8K - $19.8K
|
150
$19.1K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 3.02% |
$15.9K - $18.7K
|
4.84K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 1.34% |
$15.6K - $18.4K
|
10.6K
$1.34M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
137+ 1.43% |
$15.3K - $18K
|
9.7K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
136New |
$15.2K - $17.9K
|
136
$17.3K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
134+ 0.74% |
$15K - $17.6K
|
18.3K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
134+ 0.43% |
$15K - $17.6K
|
31.2K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
133+ 2.4% |
$14.9K - $17.5K
|
5.68K
$721K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
129New |
$14.4K - $17K
|
129
$16.4K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
128+ 4.9% |
$14.3K - $16.9K
|
2.74K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
116+ 6.71% |
$13K - $15.3K
|
1.84K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
112+ 5.73% |
$12.5K - $14.8K
|
2.07K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
110+ 5.05% |
$12.3K - $14.5K
|
2.29K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
105+ 2.66% |
$11.7K - $13.8K
|
4.05K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 3.16% |
$11.2K - $13.2K
|
3.26K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100+ 6.66% |
$11.2K - $13.2K
|
1.6K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
98+ 0.38% |
$11K - $12.9K
|
25.6K
$3.25M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
96New |
$10.7K - $12.6K
|
96
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
87+ 4.62% |
$9.72K - $11.5K
|
1.97K
$250K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
85+ 0.45% |
$9.5K - $11.2K
|
19.1K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
84+ 2.34% |
$9.39K - $11.1K
|
3.68K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
78New |
$8.72K - $10.3K
|
78
$9.91K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 0.65% |
$7.94K - $9.35K
|
11K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
68+ 0.68% |
$7.6K - $8.96K
|
10K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
61New |
$6.82K - $8.03K
|
61
$7.75K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
56+ 0.93% |
$6.26K - $7.38K
|
6.05K
$768K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.89% |
$5.92K - $6.98K
|
6.03K
$766K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.43% |
$5.7K - $6.72K
|
12K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50+ 0.39% |
$5.59K - $6.58K
|
13K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
49New |
$5.48K - $6.45K
|
49
$6.22K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
48+ 1.87% |
$5.36K - $6.32K
|
2.61K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
47New |
$5.25K - $6.19K
|
47
$5.97K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
42+ 0.41% |
$4.69K - $5.53K
|
10.4K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40+ 0.3% |
$4.47K - $5.27K
|
13.5K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
40+ 0.65% |
$4.47K - $5.27K
|
6.24K
$792K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 2.31% |
$4.14K - $4.87K
|
1.64K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
35+ 1.31% |
$3.91K - $4.61K
|
2.7K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
34+ 1.68% |
$3.8K - $4.48K
|
2.06K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33New |
$3.69K - $4.35K
|
33
$4.19K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.91% |
$3.46K - $4.08K
|
3.45K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$3.35K - $3.95K
|
30
$3.81K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
30+ 1.29% |
$3.35K - $3.95K
|
2.36K
$299K
|