Purchases and Sales Made in Q1 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-3.48K- 3.06% |
$389K - $458K
|
110K
$12.8M
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.51K- 27.37% |
$392K - $462K
|
9.32K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.71K- 22.71% |
$415K - $489K
|
12.6K
$1.47M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.78K- 16.92% |
$422K - $497K
|
18.5K
$2.16M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.83K- 22.89% |
$428K - $504K
|
12.9K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.1K- 15.27% |
$458K - $540K
|
22.7K
$2.65M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.5K- 71.43% |
$503K - $593K
|
1.8K
$210K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.37K- 55.11% |
$600K - $707K
|
4.37K
$510K
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-5.85K- 38.77% |
$653K - $770K
|
9.23K
$1.08M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.91K- 28.61% |
$661K - $779K
|
14.8K
$1.72M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.98K- 17.06% |
$668K - $787K
|
29K
$3.39M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.55K- 36.34% |
$732K - $862K
|
11.5K
$1.34M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.04K- 56.68% |
$899K - $1.06M
|
6.14K
$717K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.15K- 62.05% |
$911K - $1.07M
|
4.99K
$582K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.72K- 29.94% |
$975K - $1.15M
|
20.4K
$2.38M
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.65K- 66.66% |
$1.08M - $1.27M
|
4.83K
$563K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.2K- 5.68% |
$1.14M - $1.34M
|
169K
$19.8M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.6K- 52.4% |
$1.18M - $1.39M
|
9.61K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-10.6K- 29.06% |
$1.19M - $1.4M
|
26K
$3.03M
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-12.7K- 38.76% |
$1.42M - $1.67M
|
20K
$2.34M
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-12.9K- 24.41% |
$1.45M - $1.7M
|
40.1K
$4.68M
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.1K- 3.96% |
$1.8M - $2.12M
|
389K
$45.4M
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.1K- 3.96% |
$1.8M - $2.12M
|
389K
$45.4M
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.2K- 52.51% |
$1.81M - $2.13M
|
14.7K
$1.71M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.7K- 72.38% |
$2.09M - $2.46M
|
7.12K
$831K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.9K- 70.92% |
$2.11M - $2.49M
|
7.75K
$904K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.4K- 85.25% |
$2.17M - $2.56M
|
3.36K
$392K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20K- 3.89% |
$2.23M - $2.63M
|
493K
$57.6M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-21.2K- 32.5% |
$2.37M - $2.79M
|
44K
$5.13M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.9K- 16.87% |
$2.44M - $2.88M
|
108K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.6K- 2.89% |
$2.75M - $3.24M
|
825K
$96.2M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27K- 7.41% |
$3.02M - $3.56M
|
338K
$39.4M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29K- 14.97% |
$3.24M - $3.82M
|
165K
$19.2M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 24.72% |
$3.27M - $3.85M
|
89K
$10.4M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.6K- 2.9% |
$3.31M - $3.9M
|
991K
$116M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.2K- 82.29% |
$3.82M - $4.5M
|
7.35K
$858K
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-36K- 83.84% |
$4.02M - $4.74M
|
6.93K
$808K
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-40.2K- 57.46% |
$4.5M - $5.3M
|
29.8K
$3.48M
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-58.1KClosed |
$6.49M - $7.65M
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.8K- 50.09% |
$6.8M - $8.01M
|
60.6K
$7.07M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.7K- 24.79% |
$7.12M - $8.39M
|
193K
$22.5M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-80K- 96.44% |
$8.94M - $10.5M
|
2.95K
$344K
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-118K- 41.4% |
$13.2M - $15.5M
|
167K
$19.5M
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-156K- 98.9% |
$17.4M - $20.5M
|
1.73K
$202K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193K- 10.39% |
$21.5M - $25.4M
|
1.66M
$194M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193K- 10.39% |
$21.5M - $25.4M
|
1.66M
$194M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-408K- 14.32% |
$45.6M - $53.7M
|
2.44M
$285M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-582K- 26.0% |
$65M - $76.6M
|
1.66M
$193M
|