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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
317+ 4.54% |
$37.2K - $41.5K
|
7.3K
$908K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
299+ 8.18% |
$35.1K - $39.2K
|
3.96K
$492K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
297+ 10.77% |
$34.9K - $38.9K
|
3.06K
$380K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
285+ 17.78% |
$33.5K - $37.4K
|
1.89K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
274+ 0.96% |
$32.2K - $35.9K
|
28.9K
$3.6M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238+ 111.74% |
$28K - $31.2K
|
451
$56.1K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
234+ 68.22% |
$27.5K - $30.7K
|
577
$71.8K
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
225+ 0.49% |
$26.4K - $29.5K
|
46.3K
$5.76M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
219+ 1.75% |
$25.7K - $28.7K
|
12.8K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
217New |
$25.5K - $28.4K
|
217
$27K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
211+ 0.02% |
$24.8K - $27.7K
|
986K
$123M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
208+ 0.65% |
$24.4K - $27.3K
|
32.1K
$4M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
207+ 1.13% |
$24.3K - $27.1K
|
18.5K
$2.3M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
206+ 5.76% |
$24.2K - $27K
|
3.78K
$471K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
203New |
$23.8K - $26.6K
|
203
$25.3K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 54.05% |
$23.5K - $26.2K
|
570
$70.9K
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
198+ 3.65% |
$23.3K - $25.9K
|
5.63K
$700K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
186+ 5.75% |
$21.8K - $24.4K
|
3.42K
$426K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
176+ 0.3% |
$20.7K - $23.1K
|
59.3K
$7.39M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
173+ 1.06% |
$20.3K - $22.7K
|
16.5K
$2.05M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
161+ 3.26% |
$18.9K - $21.1K
|
5.11K
$636K
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
158+ 0.68% |
$18.6K - $20.7K
|
23.4K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 0.59% |
$18.4K - $20.6K
|
26.8K
$3.34M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
156+ 0.9% |
$18.3K - $20.4K
|
17.5K
$2.18M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
155New |
$18.2K - $20.3K
|
155
$19.3K
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
151+ 1.01% |
$17.7K - $19.8K
|
15.2K
$1.89M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
149+ 2.09% |
$17.5K - $19.5K
|
7.29K
$908K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
136+ 0.44% |
$16K - $17.8K
|
31.3K
$3.9M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
129+ 12.91% |
$15.1K - $16.9K
|
1.13K
$140K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 0.11% |
$14.6K - $16.3K
|
113K
$14M
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
124+ 2.16% |
$14.6K - $16.3K
|
5.86K
$729K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
123+ 34.17% |
$14.4K - $16.1K
|
483
$60.1K
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
121+ 4.95% |
$14.2K - $15.9K
|
2.56K
$319K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
120New |
$14.1K - $15.7K
|
120
$14.9K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
115+ 2.82% |
$13.5K - $15.1K
|
4.19K
$521K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
108+ 2.39% |
$12.7K - $14.2K
|
4.62K
$575K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$11.7K - $13.1K
|
100
$12.4K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.12% |
$11.7K - $13.1K
|
9.03K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
100+ 0.45% |
$11.7K - $13.1K
|
22.3K
$2.78M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
98+ 0.64% |
$11.5K - $12.8K
|
15.3K
$1.9M
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
96+ 5.51% |
$11.3K - $12.6K
|
1.84K
$229K
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
87+ 1.05% |
$10.2K - $11.4K
|
8.37K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87+ 7.97% |
$10.2K - $11.4K
|
1.18K
$147K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
81+ 1.3% |
$9.51K - $10.6K
|
6.3K
$784K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
79+ 7.76% |
$9.28K - $10.4K
|
1.1K
$137K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79+ 0.84% |
$9.28K - $10.4K
|
9.45K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
77New |
$9.04K - $10.1K
|
77
$9.58K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
77New |
$9.04K - $10.1K
|
77
$9.58K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
74New |
$8.69K - $9.7K
|
74
$9.21K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
73+ 1.13% |
$8.57K - $9.57K
|
6.52K
$812K
|