Purchases and Sales Made in Q3 2021 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
740+ 26.2% |
$47.2K - $57.2K
|
3.56K
$478K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
700+ 0.54% |
$44.7K - $54.1K
|
130K
$17.5M
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
685+ 21.61% |
$43.7K - $52.9K
|
3.86K
$517K
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
645+ 14.92% |
$41.1K - $49.8K
|
4.97K
$667K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
585+ 66.48% |
$37.3K - $45.2K
|
1.47K
$197K
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
556+ 4.93% |
$35.5K - $43K
|
11.8K
$1.59M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
548+ 2.05% |
$35K - $42.3K
|
27.3K
$3.67M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
504+ 0.72% |
$32.2K - $38.9K
|
70.5K
$9.46M
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
498+ 11.47% |
$31.8K - $38.5K
|
4.84K
$649K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
442+ 4.6% |
$28.2K - $34.1K
|
10.1K
$1.35M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
420+ 8.78% |
$26.8K - $32.4K
|
5.21K
$699K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
400New |
$25.5K - $30.9K
|
400
$53.7K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
372+ 88.36% |
$23.7K - $28.7K
|
793
$106K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
353+ 2.33% |
$22.5K - $27.3K
|
15.5K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
344+ 3.87% |
$21.9K - $26.6K
|
9.23K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
340+ 7.33% |
$21.7K - $26.3K
|
4.98K
$668K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
328+ 8.43% |
$20.9K - $25.3K
|
4.22K
$566K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
326+ 4.44% |
$20.8K - $25.2K
|
7.67K
$1.03M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
299New |
$19.1K - $23.1K
|
299
$40.1K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
267+ 0.7% |
$17K - $20.6K
|
38.3K
$5.13M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
259+ 8.55% |
$16.5K - $20K
|
3.29K
$441K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
231+ 4.31% |
$14.7K - $17.8K
|
5.59K
$750K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
227+ 1.11% |
$14.5K - $17.5K
|
20.6K
$2.77M
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
225+ 3.65% |
$14.4K - $17.4K
|
6.4K
$858K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
206New |
$13.1K - $15.9K
|
206
$27.6K
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
200+ 12.93% |
$12.8K - $15.5K
|
1.75K
$234K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
190+ 9.5% |
$12.1K - $14.7K
|
2.19K
$294K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
189+ 21.9% |
$12.1K - $14.6K
|
1.05K
$141K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
183New |
$11.7K - $14.1K
|
183
$24.6K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
178+ 3.08% |
$11.4K - $13.8K
|
5.95K
$799K
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
175+ 4.84% |
$11.2K - $13.5K
|
3.79K
$509K
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
152+ 0.14% |
$9.7K - $11.7K
|
112K
$15M
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
150+ 3.74% |
$9.57K - $11.6K
|
4.16K
$558K
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
148+ 1.02% |
$9.44K - $11.4K
|
14.6K
$1.96M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
141+ 2.44% |
$8.99K - $10.9K
|
5.92K
$794K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
125+ 3.32% |
$7.97K - $9.66K
|
3.89K
$522K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
125+ 3.11% |
$7.97K - $9.66K
|
4.15K
$557K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
118+ 0.72% |
$7.53K - $9.12K
|
16.5K
$2.21M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
106+ 84.8% |
$6.76K - $8.19K
|
231
$31K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
102+ 2.58% |
$6.51K - $7.88K
|
4.05K
$544K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
82+ 0.27% |
$5.23K - $6.34K
|
30.7K
$4.12M
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76New |
$4.85K - $5.87K
|
76
$10.2K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
76+ 143.4% |
$4.85K - $5.87K
|
129
$17.3K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
72+ 1.81% |
$4.59K - $5.56K
|
4.04K
$542K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
70+ 3.11% |
$4.47K - $5.41K
|
2.32K
$311K
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
68+ 9.71% |
$4.34K - $5.25K
|
768
$103K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
66+ 5.32% |
$4.21K - $5.1K
|
1.31K
$175K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 2.98% |
$3.51K - $4.25K
|
1.9K
$255K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
50+ 0.58% |
$3.19K - $3.86K
|
8.68K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
50+ 0.97% |
$3.19K - $3.86K
|
5.19K
$697K
|