Purchases and Sales Made in Q4 2021 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
233New |
$17.3K - $19.5K
|
233
$31.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
217+ 1.32% |
$16.1K - $18.2K
|
16.6K
$2.22M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
214New |
$15.9K - $17.9K
|
214
$28.6K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
212+ 6.44% |
$15.7K - $17.7K
|
3.5K
$468K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
200New |
$14.8K - $16.7K
|
200
$26.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200New |
$14.8K - $16.7K
|
200
$26.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
192+ 4.98% |
$14.2K - $16.1K
|
4.05K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
190+ 3.21% |
$14.1K - $15.9K
|
6.11K
$816K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
178+ 0.72% |
$13.2K - $14.9K
|
25K
$3.35M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
176New |
$13K - $14.7K
|
176
$23.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
173+ 3.46% |
$12.8K - $14.5K
|
5.18K
$692K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
167New |
$12.4K - $14K
|
167
$22.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
160+ 1.38% |
$11.9K - $13.4K
|
11.7K
$1.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
158+ 2.72% |
$11.7K - $13.2K
|
5.96K
$797K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
152+ 1.65% |
$11.3K - $12.7K
|
9.38K
$1.25M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
152+ 2.72% |
$11.3K - $12.7K
|
5.74K
$767K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
145+ 0.79% |
$10.7K - $12.1K
|
18.4K
$2.46M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
136+ 0.76% |
$10.1K - $11.4K
|
18.1K
$2.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
125+ 1.97% |
$9.26K - $10.5K
|
6.46K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117+ 1.1% |
$8.67K - $9.8K
|
10.8K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
115New |
$8.52K - $9.63K
|
115
$15.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
109New |
$8.08K - $9.13K
|
109
$14.6K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
105+ 1.75% |
$7.78K - $8.79K
|
6.11K
$816K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 0.6% |
$7.63K - $8.62K
|
17.3K
$2.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
100New |
$7.41K - $8.37K
|
100
$13.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$7.41K - $8.37K
|
100
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
98+ 1.97% |
$7.26K - $8.2K
|
5.08K
$678K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
97New |
$7.19K - $8.12K
|
97
$13K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
94+ 2.07% |
$6.97K - $7.87K
|
4.64K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
88+ 0.89% |
$6.52K - $7.37K
|
10K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
85+ 1.77% |
$6.3K - $7.12K
|
4.89K
$654K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
84+ 1.61% |
$6.22K - $7.03K
|
5.29K
$707K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
83+ 0.29% |
$6.15K - $6.95K
|
28.5K
$3.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
83+ 113.7% |
$6.15K - $6.95K
|
156
$20.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
81New |
$6K - $6.78K
|
81
$10.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
77New |
$5.71K - $6.45K
|
77
$10.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
69+ 2.3% |
$5.11K - $5.78K
|
3.07K
$410K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
65New |
$4.82K - $5.44K
|
65
$8.69K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
64New |
$4.74K - $5.36K
|
64
$8.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
60+ 2.07% |
$4.45K - $5.02K
|
2.96K
$395K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
60+ 0.31% |
$4.45K - $5.02K
|
19.5K
$2.61M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
59New |
$4.37K - $4.94K
|
59
$7.89K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
57+ 1.07% |
$4.22K - $4.77K
|
5.37K
$718K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
53+ 0.32% |
$3.93K - $4.44K
|
16.5K
$2.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$3.7K - $4.19K
|
50
$6.68K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 2.82% |
$3.7K - $4.19K
|
1.82K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
46New |
$3.41K - $3.85K
|
46
$6.15K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40+ 1.05% |
$2.96K - $3.35K
|
3.84K
$513K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
38+ 0.34% |
$2.82K - $3.18K
|
11.3K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.94% |
$2.45K - $2.76K
|
3.55K
$475K
|