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 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
642+ 15.0% |
$72.8K - $82.7K
|
4.92K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
620New |
$70.3K - $79.8K
|
620
$82.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
619+ 10.26% |
$70.2K - $79.7K
|
6.65K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
613+ 2.41% |
$69.5K - $78.9K
|
26K
$3.48M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
604+ 6.08% |
$68.5K - $77.8K
|
10.5K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
585+ 7.33% |
$66.3K - $75.3K
|
8.56K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
576+ 12.11% |
$65.3K - $74.2K
|
5.33K
$713K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
539+ 2.11% |
$61.1K - $69.4K
|
26.1K
$3.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
525New |
$59.5K - $67.6K
|
525
$70.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
500+ 1282.05% |
$56.7K - $64.4K
|
539
$72K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
491+ 23.15% |
$55.7K - $63.2K
|
2.61K
$349K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
474+ 3.29% |
$53.7K - $61K
|
14.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
461New |
$52.3K - $59.4K
|
461
$61.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
448+ 21.16% |
$50.8K - $57.7K
|
2.57K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
423New |
$48K - $54.5K
|
423
$56.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
403+ 15.84% |
$45.7K - $51.9K
|
2.95K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
381+ 2.09% |
$43.2K - $49.1K
|
18.6K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
373+ 9.02% |
$42.3K - $48K
|
4.51K
$603K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
373+ 909.76% |
$42.3K - $48K
|
414
$55.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
357+ 1.46% |
$40.5K - $46K
|
24.9K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
356+ 21.33% |
$40.4K - $45.8K
|
2.03K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
335+ 6.83% |
$38K - $43.1K
|
5.24K
$700K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
319+ 3.81% |
$36.2K - $41.1K
|
8.7K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
313+ 10.61% |
$35.5K - $40.3K
|
3.26K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
303+ 5.24% |
$34.4K - $39K
|
6.09K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
302+ 1.52% |
$34.2K - $38.9K
|
20.2K
$2.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289+ 7.96% |
$32.8K - $37.2K
|
3.92K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
285+ 0.93% |
$32.3K - $36.7K
|
31.1K
$4.15M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
253+ 2.1% |
$28.7K - $32.6K
|
12.3K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
239New |
$27.1K - $30.8K
|
239
$31.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
223+ 1.07% |
$25.3K - $28.7K
|
21.1K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
221+ 12.64% |
$25.1K - $28.5K
|
1.97K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
212+ 3.55% |
$24K - $27.3K
|
6.19K
$827K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
205+ 5.52% |
$23.2K - $26.4K
|
3.92K
$523K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$22.7K - $25.8K
|
200
$26.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
197New |
$22.3K - $25.4K
|
197
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
190+ 3.77% |
$21.5K - $24.5K
|
5.23K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
188+ 10.71% |
$21.3K - $24.2K
|
1.94K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
188+ 7.48% |
$21.3K - $24.2K
|
2.7K
$361K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
184+ 3.1% |
$20.9K - $23.7K
|
6.11K
$817K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
179+ 4.09% |
$20.3K - $23.1K
|
4.56K
$609K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
175+ 0.29% |
$19.8K - $22.5K
|
59.9K
$8M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
157+ 1.3% |
$17.8K - $20.2K
|
12.2K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
155+ 1.05% |
$17.6K - $20K
|
14.9K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
155+ 1.44% |
$17.6K - $20K
|
10.9K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
151+ 15100.0% |
$17.1K - $19.4K
|
152
$20.3K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
141+ 0.59% |
$16K - $18.2K
|
24.1K
$3.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
134+ 0.67% |
$15.2K - $17.3K
|
20.2K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
129+ 3.01% |
$14.6K - $16.6K
|
4.41K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
125New |
$14.2K - $16.1K
|
125
$16.7K
|