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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-405- 3.06% |
$45.9K - $52.2K
|
12.8K
$1.71M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-436- 30.68% |
$49.4K - $56.1K
|
985
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-436- 30.68% |
$49.4K - $56.1K
|
985
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-438- 5.61% |
$49.7K - $56.4K
|
7.37K
$985K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-448- 8.22% |
$50.8K - $57.7K
|
5K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-454- 4.37% |
$51.5K - $58.5K
|
9.94K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-462- 3.97% |
$52.4K - $59.5K
|
11.2K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-468- 33.29% |
$53.1K - $60.3K
|
938
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-472- 3.31% |
$53.5K - $60.8K
|
13.8K
$1.85M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-478- 13.73% |
$54.2K - $61.6K
|
3K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-478- 12.65% |
$54.2K - $61.6K
|
3.3K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-479- 4.56% |
$54.3K - $61.7K
|
10K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-479- 57.23% |
$54.3K - $61.7K
|
358
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-485- 7.95% |
$55K - $62.5K
|
5.62K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-496- 5.51% |
$56.2K - $63.9K
|
8.5K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-500- 9.25% |
$56.7K - $64.4K
|
4.91K
$656K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-502- 9.02% |
$56.9K - $64.6K
|
5.07K
$677K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-504- 3.33% |
$57.1K - $64.9K
|
14.6K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-512- 15.67% |
$58K - $65.9K
|
2.76K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-515- 5.16% |
$58.4K - $66.3K
|
9.47K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-527- 15.13% |
$59.7K - $67.9K
|
2.96K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-532- 1.58% |
$60.3K - $68.5K
|
33.1K
$4.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-535- 2.52% |
$60.7K - $68.9K
|
20.7K
$2.77M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-538- 1.75% |
$61K - $69.3K
|
30.2K
$4.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-556- 7.46% |
$63K - $71.6K
|
6.9K
$922K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-560- 80.0% |
$63.5K - $72.1K
|
140
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-569- 19.65% |
$64.5K - $73.3K
|
2.33K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-578- 20.96% |
$65.5K - $74.4K
|
2.18K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-581- 6.93% |
$65.9K - $74.8K
|
7.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-600- 9.1% |
$68K - $77.3K
|
5.99K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-601- 10.64% |
$68.1K - $77.4K
|
5.05K
$675K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-619- 1.9% |
$70.2K - $79.7K
|
31.9K
$4.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-628- 4.19% |
$71.2K - $80.9K
|
14.3K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-632- 2.27% |
$71.6K - $81.4K
|
27.3K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-691- 2.17% |
$78.3K - $89K
|
31.2K
$4.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-700- 9.86% |
$79.4K - $90.1K
|
6.4K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-743- 0.57% |
$84.2K - $95.7K
|
130K
$17.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-744- 9.0% |
$84.3K - $95.8K
|
7.52K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-752- 0.19% |
$85.3K - $96.8K
|
405K
$54.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-753- 5.42% |
$85.4K - $97K
|
13.1K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-763- 51.31% |
$86.5K - $98.3K
|
724
$96.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 2.89% |
$90.7K - $103K
|
26.8K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-800- 6.52% |
$90.7K - $103K
|
11.5K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-802- 2.78% |
$90.9K - $103K
|
28K
$3.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-809- 99.88% |
$91.7K - $104K
|
1
$134
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-860- 14.81% |
$97.5K - $111K
|
4.95K
$661K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-863- 2.77% |
$97.8K - $111K
|
30.3K
$4.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-865- 56.5% |
$98.1K - $111K
|
666
$89K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-867- 16.36% |
$98.3K - $112K
|
4.43K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-871- 2.79% |
$98.7K - $112K
|
30.3K
$4.06M
|