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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
73+ 0.66% |
$8.57K - $9.57K
|
11.1K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
70+ 1.44% |
$8.22K - $9.17K
|
4.92K
$612K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
66+ 0.88% |
$7.75K - $8.65K
|
7.55K
$940K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 9.2% |
$7.4K - $8.26K
|
748
$93.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
58+ 2.49% |
$6.81K - $7.6K
|
2.39K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
57+ 1.24% |
$6.69K - $7.47K
|
4.66K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
57+ 4.94% |
$6.69K - $7.47K
|
1.21K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
56+ 3.25% |
$6.58K - $7.34K
|
1.78K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
55+ 1.58% |
$6.46K - $7.21K
|
3.53K
$439K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 5.59% |
$6.22K - $6.95K
|
1K
$125K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
52+ 1.6% |
$6.11K - $6.82K
|
3.29K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
49New |
$5.75K - $6.42K
|
49
$6.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
47+ 0.62% |
$5.52K - $6.16K
|
7.66K
$953K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
43+ 0.41% |
$5.05K - $5.64K
|
10.4K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42+ 0.65% |
$4.93K - $5.5K
|
6.53K
$813K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39+ 0.85% |
$4.58K - $5.11K
|
4.63K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
39New |
$4.58K - $5.11K
|
39
$4.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38New |
$4.46K - $4.98K
|
38
$4.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 86.05% |
$4.35K - $4.85K
|
80
$9.96K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32New |
$3.76K - $4.19K
|
32
$3.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
29+ 100.0% |
$3.41K - $3.8K
|
58
$7.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29+ 41.43% |
$3.41K - $3.8K
|
99
$12.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
29New |
$3.41K - $3.8K
|
29
$3.61K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
28+ 9.0% |
$3.29K - $3.67K
|
339
$42.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.43% |
$3.05K - $3.41K
|
6.14K
$764K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26+ 0.81% |
$3.05K - $3.41K
|
3.22K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
23+ 0.14% |
$2.7K - $3.01K
|
16.6K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
23+ 0.54% |
$2.7K - $3.01K
|
4.32K
$537K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
22+ 0.95% |
$2.58K - $2.88K
|
2.35K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21+ 24.14% |
$2.47K - $2.75K
|
108
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
20New |
$2.35K - $2.62K
|
20
$2.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 7.08% |
$2K - $2.23K
|
257
$32K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16+ 0.36% |
$1.88K - $2.1K
|
4.45K
$553K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15+ 0.73% |
$1.76K - $1.97K
|
2.06K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.2% |
$1.64K - $1.83K
|
6.92K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
12+ 0.64% |
$1.41K - $1.57K
|
1.88K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.22% |
$1.29K - $1.44K
|
5.1K
$635K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.4% |
$1.17K - $1.31K
|
2.52K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.59% |
$1.06K - $1.18K
|
1.54K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8+ 0.46% |
$940 - $1.05K
|
1.76K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.45% |
$940 - $1.05K
|
1.78K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.52% |
$940 - $1.05K
|
1.54K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.05% |
$822 - $917
|
12.8K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6+ 0.15% |
$705 - $786
|
4.14K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$705 - $786
|
6
$747
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.16% |
$470 - $524
|
2.5K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.47% |
$470 - $524
|
848
$106K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
4+ 0.34% |
$470 - $524
|
1.17K
$145K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.2% |
$470 - $524
|
2.05K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.31% |
$352 - $393
|
980
$122K
|