Purchases and Sales Made in Q4 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2023. 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 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.99KNew |
$792K - $900K
|
6.99K
$934K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
6.24K+ 6.73% |
$708K - $804K
|
99K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.01KNew |
$681K - $774K
|
6.01K
$803K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.8KNew |
$658K - $747K
|
5.8K
$775K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
5.72KNew |
$648K - $736K
|
5.72K
$764K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.65KNew |
$641K - $728K
|
5.65K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.6KNew |
$635K - $721K
|
5.6K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.54KNew |
$628K - $714K
|
5.54K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.1K+ 1.42% |
$579K - $657K
|
365K
$48.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.04K+ 20.51% |
$571K - $649K
|
29.6K
$3.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.82K+ 8.52% |
$547K - $621K
|
61.4K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.24KNew |
$480K - $546K
|
4.24K
$566K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4KNew |
$453K - $515K
|
4K
$535K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.98K+ 280.79% |
$451K - $512K
|
5.39K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.97KNew |
$450K - $511K
|
3.97K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.94KNew |
$446K - $507K
|
3.94K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.86K+ 6.09% |
$437K - $497K
|
67.3K
$8.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.81KNew |
$432K - $491K
|
3.81K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.78KNew |
$428K - $486K
|
3.78K
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$428K - $486K
|
3.77K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.76KNew |
$426K - $484K
|
3.76K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.59K+ 19.36% |
$407K - $462K
|
22.1K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.56K+ 74.42% |
$404K - $459K
|
8.35K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.51KNew |
$397K - $451K
|
3.51K
$468K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.46KNew |
$392K - $445K
|
3.46K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.45KNew |
$391K - $445K
|
3.45K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.45K+ 29.29% |
$391K - $444K
|
15.2K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.33K+ 13.62% |
$378K - $429K
|
27.8K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.32K+ 38.53% |
$376K - $427K
|
11.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.32KNew |
$376K - $427K
|
3.32K
$443K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.3KNew |
$374K - $425K
|
3.3K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.29K+ 65.8% |
$373K - $423K
|
8.29K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 79.91% |
$370K - $420K
|
7.34K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.21K+ 36.1% |
$364K - $413K
|
12.1K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
3.19K+ 103.64% |
$361K - $410K
|
6.26K
$837K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.05K+ 1517.91% |
$346K - $393K
|
3.25K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3KNew |
$340K - $386K
|
3K
$400K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.88K+ 24.8% |
$326K - $370K
|
14.5K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.8KNew |
$318K - $361K
|
2.8K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78KNew |
$316K - $359K
|
2.78K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.73KNew |
$310K - $352K
|
2.73K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.7K+ 28.6% |
$306K - $348K
|
12.1K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.62K+ 10.76% |
$297K - $338K
|
27K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.54KNew |
$287K - $326K
|
2.54K
$339K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.53K+ 2.28% |
$287K - $326K
|
113K
$15.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 37.81% |
$284K - $323K
|
9.14K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.47KNew |
$279K - $317K
|
2.47K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.27K+ 16.98% |
$258K - $293K
|
15.7K
$2.09M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.24KNew |
$254K - $288K
|
2.24K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.22K+ 1.22% |
$252K - $286K
|
185K
$24.7M
|