Purchases and Sales Made in Q3 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.58K- 38.07% |
$655K - $731K
|
9.07K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.89K- 74.05% |
$692K - $772K
|
2.07K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.18K- 10.1% |
$726K - $810K
|
55K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.26K- 18.88% |
$735K - $821K
|
26.9K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.28K- 15.16% |
$738K - $823K
|
35.1K
$4.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.44K- 12.94% |
$873K - $974K
|
50K
$6.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.44K- 5.68% |
$873K - $975K
|
123K
$15.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.44K- 5.68% |
$873K - $975K
|
123K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-8.19K- 8.16% |
$962K - $1.07M
|
92.2K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.71K- 30.51% |
$1.02M - $1.14M
|
19.8K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.81K- 25.14% |
$1.03M - $1.15M
|
26.2K
$3.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9.16K- 73.93% |
$1.08M - $1.2M
|
3.23K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.6K- 61.11% |
$1.36M - $1.51M
|
7.35K
$915K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 26.46% |
$1.51M - $1.69M
|
35.8K
$4.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.9K- 7.21% |
$1.52M - $1.7M
|
166K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 8.53% |
$1.7M - $1.89M
|
155K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.3K- 76.4% |
$2.03M - $2.27M
|
5.34K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.4K- 11.82% |
$2.04M - $2.28M
|
130K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-18.5K- 49.37% |
$2.17M - $2.42M
|
18.9K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.1K- 79.77% |
$2.24M - $2.5M
|
4.83K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20.5K- 5.6% |
$2.41M - $2.69M
|
346K
$43.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20.9K- 52.14% |
$2.46M - $2.74M
|
19.2K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.2K- 34.32% |
$2.49M - $2.78M
|
40.6K
$5.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.7K- 63.17% |
$2.9M - $3.24M
|
14.4K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26K- 47.91% |
$3.05M - $3.4M
|
28.2K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.3K- 10.59% |
$3.32M - $3.71M
|
239K
$29.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-32.9K- 94.26% |
$3.86M - $4.31M
|
2K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.4K- 35.57% |
$4.39M - $4.9M
|
67.7K
$8.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-77.6K- 47.06% |
$9.11M - $10.2M
|
87.3K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-82.8K- 5.87% |
$9.72M - $10.9M
|
1.33M
$165M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-166K- 24.63% |
$19.5M - $21.8M
|
509K
$63.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-211K- 39.39% |
$24.8M - $27.6M
|
324K
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-226K- 99.25% |
$26.6M - $29.7M
|
1.71K
$213K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-351K- 48.74% |
$41.2M - $46M
|
369K
$46M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-359K- 28.54% |
$42.2M - $47M
|
899K
$112M
|