Institutional Ownership Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE). We have compiled data on the 674 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
1,798
shares
|
$237,443
0.02% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,795
shares
|
$237,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,794
shares
|
$236,915
0.01% of portfolio
|
Q3 2024
Reduced 38.88%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,783
shares
|
$235,462
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,781
shares
|
$235,198
0.08% of portfolio
|
Q3 2024
Added 3.25%
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,780
shares
|
$235,066
0.05% of portfolio
|
Q3 2023
Added 9.4%
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,779
shares
|
$234,934
0.06% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
1,767
shares
|
$233,350
0.03% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,759
shares
|
$232,293
0.01% of portfolio
|
Q1 2024
New holding
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
1,758
shares
|
$232,161
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,745
shares
|
$230,444
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
1,729
shares
|
$228,331
0.12% of portfolio
|
Q2 2024
Added 3.41%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,725
shares
|
$227,803
0.18% of portfolio
|
Q4 2021
New holding
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
1,708
shares
|
$225,558
0.07% of portfolio
|
Q3 2024
Reduced 99.25%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,706
shares
|
$225,294
0.0% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,683
shares
|
$222,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,682
shares
|
$222,124
0.05% of portfolio
|
Q2 2022
Added 1.08%
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,658
shares
|
$218,955
0.03% of portfolio
|
Q3 2024
New holding
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
1,651
shares
|
$218,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,650
shares
|
$217,899
0.14% of portfolio
|
Q1 2024
New holding
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
1,640
shares
|
$216,578
0.12% of portfolio
|
Q3 2024
Added 0.18%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,626
shares
|
$214,729
0.01% of portfolio
|
Q1 2024
New holding
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,579
shares
|
$208,522
0.07% of portfolio
|
Q3 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,539
shares
|
$203,240
0.02% of portfolio
|
Q3 2024
Added 0.59%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,536
shares
|
$202,844
0.0% of portfolio
|
Q3 2024
Added 0.52%
|