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 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
122+ 3.17% |
$13.8K - $15.7K
|
3.97K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
122+ 61.0% |
$13.8K - $15.7K
|
322
$43K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
113+ 0.63% |
$12.8K - $14.6K
|
18.1K
$2.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
112+ 1.37% |
$12.7K - $14.4K
|
8.3K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
110+ 0.93% |
$12.5K - $14.2K
|
11.9K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
109+ 0.77% |
$12.4K - $14K
|
14.2K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
108+ 0.84% |
$12.2K - $13.9K
|
12.9K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
103+ 1.8% |
$11.7K - $13.3K
|
5.82K
$778K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
100+ 0.75% |
$11.3K - $12.9K
|
13.5K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
94New |
$10.7K - $12.1K
|
94
$12.6K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
94+ 1.03% |
$10.7K - $12.1K
|
9.26K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 5.77% |
$10.3K - $11.7K
|
1.67K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
83+ 2.03% |
$9.41K - $10.7K
|
4.16K
$556K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
83+ 1.36% |
$9.41K - $10.7K
|
6.2K
$828K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83+ 5.55% |
$9.41K - $10.7K
|
1.58K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
81New |
$9.18K - $10.4K
|
81
$10.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
80New |
$9.07K - $10.3K
|
80
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
77+ 6.39% |
$8.73K - $9.92K
|
1.28K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
75+ 0.38% |
$8.5K - $9.66K
|
19.8K
$2.65M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
71New |
$8.05K - $9.14K
|
71
$9.49K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
70New |
$7.94K - $9.01K
|
70
$9.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
70+ 1.08% |
$7.94K - $9.01K
|
6.56K
$877K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
69+ 3.8% |
$7.82K - $8.89K
|
1.88K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
69New |
$7.82K - $8.89K
|
69
$9.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
68+ 2.86% |
$7.71K - $8.76K
|
2.45K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
67+ 134.0% |
$7.6K - $8.63K
|
117
$15.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
67+ 6.7% |
$7.6K - $8.63K
|
1.07K
$143K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
59+ 62.11% |
$6.69K - $7.6K
|
154
$20.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 1.19% |
$6.69K - $7.6K
|
5.02K
$671K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
59+ 1.46% |
$6.69K - $7.6K
|
4.1K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
59+ 2.04% |
$6.69K - $7.6K
|
2.95K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
54+ 19.57% |
$6.12K - $6.95K
|
330
$44.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
53+ 0.78% |
$6.01K - $6.83K
|
6.86K
$917K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
53+ 3.28% |
$6.01K - $6.83K
|
1.67K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
52+ 179.31% |
$5.9K - $6.7K
|
81
$10.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
50+ 2.78% |
$5.67K - $6.44K
|
1.85K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50+ 0.84% |
$5.67K - $6.44K
|
6.02K
$805K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 5.07% |
$5.33K - $6.05K
|
974
$130K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
47+ 0.3% |
$5.33K - $6.05K
|
15.7K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
43+ 430.0% |
$4.87K - $5.54K
|
53
$7.08K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42+ 1.52% |
$4.76K - $5.41K
|
2.8K
$375K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$3.97K - $4.51K
|
35
$4.68K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31+ 1.57% |
$3.51K - $3.99K
|
2.01K
$268K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 1.41% |
$3.51K - $3.99K
|
2.22K
$297K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
31+ 1.63% |
$3.51K - $3.99K
|
1.93K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.68% |
$3.51K - $3.99K
|
4.61K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.88% |
$3.17K - $3.61K
|
3.22K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 1.66% |
$2.95K - $3.35K
|
1.59K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.7% |
$2.72K - $3.09K
|
3.45K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21+ 0.51% |
$2.38K - $2.7K
|
4.13K
$552K
|