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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.87K+ 179.8% |
$656K - $772K
|
9.13K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.61K+ 81.76% |
$627K - $738K
|
12.5K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.57KNew |
$623K - $734K
|
5.57K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.37KNew |
$600K - $707K
|
5.37K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.26K+ 4.68% |
$588K - $692K
|
118K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.15K+ 5.29% |
$576K - $678K
|
102K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.97K+ 6.21% |
$556K - $655K
|
85.1K
$9.93M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.82KNew |
$538K - $634K
|
4.82K
$562K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.68K+ 68.22% |
$523K - $617K
|
11.5K
$1.35M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.56KNew |
$510K - $600K
|
4.56K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.49K+ 28.2% |
$502K - $591K
|
20.4K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.38K+ 18.01% |
$490K - $577K
|
28.7K
$3.35M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.28KNew |
$478K - $563K
|
4.28K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18K+ 15.2% |
$467K - $551K
|
31.7K
$3.7M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.14K+ 6.62% |
$462K - $545K
|
66.6K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 3.43% |
$442K - $520K
|
119K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.94K+ 2.14% |
$441K - $519K
|
189K
$22M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.83K+ 15.02% |
$428K - $505K
|
29.3K
$3.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.82KNew |
$427K - $503K
|
3.82K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.8K+ 31.44% |
$425K - $501K
|
15.9K
$1.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.79K+ 9.17% |
$424K - $499K
|
45.1K
$5.27M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
3.63K+ 76.66% |
$406K - $478K
|
8.37K
$976K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
3.6K+ 4.39% |
$402K - $473K
|
85.4K
$9.97M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.43K+ 12.57% |
$383K - $451K
|
30.7K
$3.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.31KNew |
$370K - $435K
|
3.31K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.28KNew |
$366K - $432K
|
3.28K
$382K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.15KNew |
$352K - $414K
|
3.15K
$367K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.15K+ 172.9% |
$352K - $414K
|
4.96K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.13K+ 78.31% |
$350K - $413K
|
7.14K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.92KNew |
$326K - $385K
|
2.92K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.87K+ 10.97% |
$321K - $378K
|
29.1K
$3.39M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.86K+ 32.87% |
$319K - $376K
|
11.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.66K+ 57.68% |
$297K - $350K
|
7.27K
$848K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.65KNew |
$296K - $348K
|
2.65K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.6KNew |
$291K - $342K
|
2.6K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.32K+ 14.8% |
$259K - $305K
|
18K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.27K+ 6.84% |
$253K - $298K
|
35.4K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.24K+ 2.26% |
$250K - $295K
|
101K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.22K+ 7.22% |
$248K - $292K
|
32.9K
$3.84M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.17K+ 54.62% |
$242K - $286K
|
6.14K
$716K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.12KNew |
$237K - $279K
|
2.12K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.11KNew |
$236K - $278K
|
2.11K
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.05K+ 9.6% |
$229K - $270K
|
23.4K
$2.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.96KNew |
$220K - $259K
|
1.96K
$229K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.96KNew |
$219K - $258K
|
1.96K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.95K+ 87.89% |
$218K - $257K
|
4.18K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.84KNew |
$205K - $242K
|
1.84K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.77KNew |
$197K - $233K
|
1.77K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.76KNew |
$197K - $232K
|
1.76K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.73KNew |
$194K - $228K
|
1.73K
$202K
|