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 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-659- 95.09% |
$77.4K - $86.4K
|
34
$4.23K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-701- 2.43% |
$82.3K - $91.9K
|
28.2K
$3.51M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-759- 8.18% |
$89.1K - $99.5K
|
8.52K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-769- 5.69% |
$90.3K - $101K
|
12.8K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-836- 18.01% |
$98.2K - $110K
|
3.81K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-926- 30.27% |
$109K - $121K
|
2.13K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-962- 53.41% |
$113K - $126K
|
839
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1K- 16.03% |
$117K - $131K
|
5.24K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1K- 25.64% |
$117K - $131K
|
2.9K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.06K- 13.37% |
$124K - $139K
|
6.86K
$854K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.08K- 1.36% |
$127K - $142K
|
78.5K
$9.77M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.14K- 38.88% |
$134K - $150K
|
1.79K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.22K- 29.81% |
$143K - $160K
|
2.87K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.24K- 33.68% |
$146K - $163K
|
2.45K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.22% |
$150K - $167K
|
103K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.3K- 31.43% |
$153K - $171K
|
2.84K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.31K- 8.17% |
$154K - $172K
|
14.7K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.37K- 8.49% |
$161K - $180K
|
14.8K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.42K- 15.07% |
$166K - $186K
|
7.98K
$993K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.58K- 5.43% |
$185K - $206K
|
27.4K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.59K- 10.94% |
$186K - $208K
|
12.9K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 5.33% |
$197K - $219K
|
29.7K
$3.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.69K- 12.04% |
$198K - $221K
|
12.3K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.71K- 34.29% |
$201K - $224K
|
3.28K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.73K- 1.91% |
$203K - $227K
|
88.7K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.73K- 82.38% |
$203K - $227K
|
370
$46.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 6.88% |
$210K - $235K
|
24.2K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.88K- 7.73% |
$221K - $247K
|
22.5K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.95K- 29.74% |
$228K - $255K
|
4.6K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.2K- 9.73% |
$258K - $288K
|
20.4K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 6.33% |
$264K - $294K
|
33.3K
$4.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.31K- 26.95% |
$271K - $303K
|
6.26K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 1.21% |
$283K - $315K
|
197K
$24.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.62K- 20.57% |
$307K - $343K
|
10.1K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.65K- 8.91% |
$311K - $347K
|
27.1K
$3.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3K- 83.33% |
$352K - $393K
|
600
$74.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.12K- 9.51% |
$367K - $409K
|
29.7K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-3.18K- 2.54% |
$374K - $417K
|
122K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.32K- 12.25% |
$390K - $435K
|
23.8K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.34K- 12.9% |
$392K - $437K
|
22.5K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.55K- 1.63% |
$417K - $465K
|
214K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.7K- 23.24% |
$434K - $485K
|
12.2K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.71K- 2.12% |
$436K - $486K
|
171K
$21.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.73K- 15.9% |
$437K - $488K
|
19.7K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.99K- 36.99% |
$468K - $523K
|
6.8K
$846K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.05K- 29.04% |
$476K - $531K
|
9.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.8K- 26.53% |
$563K - $629K
|
13.3K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.93K- 72.0% |
$579K - $647K
|
1.92K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.94K- 4.74% |
$580K - $648K
|
99.3K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.31K- 12.91% |
$624K - $696K
|
35.8K
$4.46M
|