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 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 1.66% |
$2.95K - $3.35K
|
1.59K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.7% |
$2.72K - $3.09K
|
3.45K
$394K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21+ 0.51% |
$2.38K - $2.7K
|
4.13K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.97% |
$2.04K - $2.32K
|
1.87K
$213K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 0.33% |
$1.93K - $2.19K
|
5.09K
$582K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$1.7K - $1.93K
|
15
$1.71K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
13+ 0.58% |
$1.47K - $1.67K
|
2.24K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.12% |
$1.36K - $1.55K
|
10.4K
$1.19M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10New |
$1.13K - $1.29K
|
10
$1.14K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.16% |
$1.02K - $1.16K
|
785
$89.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.47% |
$907 - $1.03K
|
1.73K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8+ 0.47% |
$907 - $1.03K
|
1.71K
$195K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
8+ 0.39% |
$907 - $1.03K
|
2.04K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.15% |
$680 - $773
|
4.13K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.62% |
$680 - $773
|
975
$111K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.52% |
$680 - $773
|
1.16K
$132K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.59% |
$453 - $515
|
256
$29.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.62% |
$453 - $515
|
645
$73.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.16% |
$453 - $515
|
2.58K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4New |
$453 - $515
|
4
$457
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.49% |
$340 - $386
|
205
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 1.72% |
$340 - $386
|
177
$20.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.57% |
$340 - $386
|
194
$22.2K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.22% |
$340 - $386
|
1.37K
$156K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 2.5% |
$227 - $258
|
82
$9.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$227 - $258
|
4.43K
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 2.0% |
$227 - $258
|
102
$11.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.3% |
$227 - $258
|
677
$77.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.06% |
$227 - $258
|
3.61K
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.72% |
$227 - $258
|
118
$13.5K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.82% |
$113 - $129
|
56
$6.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.41% |
$113 - $129
|
72
$8.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 3.45% |
$113 - $129
|
30
$3.43K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.28% |
$113 - $129
|
362
$41.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 2.08% |
$113 - $129
|
47
$5.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2- 0.05% |
$227 - $258
|
4.19K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.11% |
$227 - $258
|
1.82K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.17% |
$340 - $386
|
1.78K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3- 0.04% |
$340 - $386
|
8.31K
$949K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5- 0.03% |
$567 - $644
|
14.5K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 3.66% |
$680 - $773
|
158
$18K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11- 0.84% |
$1.25K - $1.42K
|
1.3K
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-12- 0.63% |
$1.36K - $1.55K
|
1.91K
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-17- 0.31% |
$1.93K - $2.19K
|
5.4K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19- 0.73% |
$2.15K - $2.45K
|
2.58K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-21- 1.08% |
$2.38K - $2.7K
|
1.92K
$219K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-22- 2.19% |
$2.49K - $2.83K
|
982
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.84% |
$2.83K - $3.22K
|
1.33K
$152K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-25- 0.17% |
$2.83K - $3.22K
|
14.4K
$1.64M
|