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 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 0.73% |
$1.78K - $2.01K
|
3.32K
$444K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 0.54% |
$1.63K - $1.84K
|
4.06K
$543K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
21New |
$1.56K - $1.76K
|
21
$2.81K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
20New |
$1.48K - $1.67K
|
20
$2.67K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
20+ 0.53% |
$1.48K - $1.67K
|
3.81K
$509K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16+ 2.45% |
$1.19K - $1.34K
|
668
$89.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16+ 84.21% |
$1.19K - $1.34K
|
35
$4.68K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.19% |
$963 - $1.09K
|
6.7K
$896K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 1.63% |
$889 - $1K
|
748
$100K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11+ 0.25% |
$815 - $921
|
4.37K
$584K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.24% |
$815 - $921
|
4.55K
$609K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 2.64% |
$815 - $921
|
427
$57.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 4.05% |
$667 - $753
|
231
$30.9K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$593 - $670
|
8
$1.07K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.2% |
$593 - $670
|
4.1K
$549K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.13% |
$593 - $670
|
6.32K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6+ 0.26% |
$445 - $502
|
2.33K
$311K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.46% |
$445 - $502
|
1.32K
$177K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 2.84% |
$371 - $419
|
181
$24.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.07% |
$371 - $419
|
7.11K
$950K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 2.13% |
$296 - $335
|
192
$25.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 1.34% |
$296 - $335
|
303
$40.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.31% |
$296 - $335
|
1.31K
$175K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 2.8% |
$222 - $251
|
110
$14.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.03% |
$74.1 - $83.7
|
3.43K
$458K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$74.1 - $83.7
|
3.99K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$74.1 - $83.7
|
632
$84.5K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-7- 33.33% |
$519 - $586
|
14
$1.87K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9- 0.9% |
$667 - $753
|
986
$132K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-14- 0.1% |
$1.04K - $1.17K
|
14.5K
$1.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-15- 0.04% |
$1.11K - $1.26K
|
38.2K
$5.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-16- 1.46% |
$1.19K - $1.34K
|
1.08K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18- 0.11% |
$1.33K - $1.51K
|
16.2K
$2.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-18- 0.35% |
$1.33K - $1.51K
|
5.18K
$692K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$1.33K - $1.51K
|
14.6K
$1.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 2.57% |
$2K - $2.26K
|
1.03K
$137K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-30Closed |
$2.22K - $2.51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-43- 3.45% |
$3.19K - $3.6K
|
1.2K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-48Closed |
$3.56K - $4.02K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 6.67% |
$3.7K - $4.19K
|
700
$93.6K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.7K - $4.19K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-53Closed |
$3.93K - $4.44K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-54- 0.21% |
$4K - $4.52K
|
25.1K
$3.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-55- 7.16% |
$4.08K - $4.6K
|
713
$95.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-67- 0.02% |
$4.96K - $5.61K
|
281K
$37.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-75Closed |
$5.56K - $6.28K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76- 8.03% |
$5.63K - $6.36K
|
870
$116K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-76- 58.91% |
$5.63K - $6.36K
|
53
$7.08K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-80Closed |
$5.93K - $6.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-85- 0.42% |
$6.3K - $7.12K
|
20K
$2.67M
|