Purchases and Sales Made in Q2 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-416- 31.4% |
$51.2K - $56.9K
|
909
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-416- 25.97% |
$51.2K - $56.9K
|
1.19K
$147K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-444- 16.18% |
$54.7K - $60.7K
|
2.3K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-458- 3.34% |
$56.4K - $62.6K
|
13.2K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-459- 5.45% |
$56.5K - $62.7K
|
7.96K
$984K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-470- 9.5% |
$57.9K - $64.2K
|
4.48K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-487- 5.79% |
$60K - $66.6K
|
7.92K
$979K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-520- 2.82% |
$64K - $71.1K
|
17.9K
$2.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-529- 10.53% |
$65.2K - $72.3K
|
4.49K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-530- 8.44% |
$65.3K - $72.5K
|
5.75K
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-565- 17.34% |
$69.6K - $77.2K
|
2.69K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-582- 7.56% |
$71.7K - $79.6K
|
7.11K
$879K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-584- 36.41% |
$71.9K - $79.8K
|
1.02K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-588- 92.6% |
$72.4K - $80.4K
|
47
$5.81K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-590- 4.58% |
$72.7K - $80.7K
|
12.3K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-629- 5.94% |
$77.5K - $86K
|
9.95K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-687- 19.16% |
$84.6K - $93.9K
|
2.9K
$358K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-747- 12.57% |
$92K - $102K
|
5.19K
$642K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-762- 14.94% |
$93.9K - $104K
|
4.34K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-780- 10.8% |
$96.1K - $107K
|
6.44K
$797K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-793- 2.66% |
$97.7K - $108K
|
29K
$3.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-798- 2.17% |
$98.3K - $109K
|
35.9K
$4.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-813- 6.52% |
$100K - $111K
|
11.7K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-819- 2.7% |
$101K - $112K
|
29.5K
$3.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-855- 2.07% |
$105K - $117K
|
40.4K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-859- 12.4% |
$106K - $117K
|
6.07K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-862- 13.62% |
$106K - $118K
|
5.47K
$676K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-894- 16.97% |
$110K - $122K
|
4.37K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-905- 12.37% |
$111K - $124K
|
6.41K
$793K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-909- 3.09% |
$112K - $124K
|
28.5K
$3.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-910- 0.9% |
$112K - $124K
|
100K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-951- 10.3% |
$117K - $130K
|
8.28K
$1.02M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-951- 3.1% |
$117K - $130K
|
29.7K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-964- 27.95% |
$119K - $132K
|
2.49K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-966- 20.74% |
$119K - $132K
|
3.69K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-973- 10.69% |
$120K - $133K
|
8.13K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-975- 4.86% |
$120K - $133K
|
19.1K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-987- 20.33% |
$122K - $135K
|
3.87K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-993- 2.59% |
$122K - $136K
|
37.4K
$4.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 7.68% |
$127K - $141K
|
12.4K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 31.88% |
$133K - $147K
|
2.3K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.09K- 10.44% |
$134K - $149K
|
9.36K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.14K- 92.73% |
$140K - $155K
|
89
$11K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.21K- 10.09% |
$149K - $166K
|
10.8K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.25K- 26.05% |
$153K - $170K
|
3.54K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 4.36% |
$154K - $171K
|
27.4K
$3.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 4.48% |
$165K - $183K
|
28.6K
$3.53M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.34K- 31.36% |
$165K - $183K
|
2.94K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.4K- 87.52% |
$173K - $192K
|
200
$24.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.46K- 23.71% |
$179K - $199K
|
4.68K
$579K
|