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 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.73KNew |
$193K - $228K
|
1.73K
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.71KNew |
$191K - $225K
|
1.71K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.7KNew |
$190K - $224K
|
1.7K
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.69K+ 94.52% |
$189K - $223K
|
3.48K
$406K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.69KNew |
$189K - $222K
|
1.69K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.67KNew |
$187K - $220K
|
1.67K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.65K+ 67.5% |
$185K - $218K
|
4.1K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.65KNew |
$184K - $217K
|
1.65K
$193K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.65KNew |
$184K - $217K
|
1.65K
$192K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.63KNew |
$182K - $214K
|
1.63K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.63KNew |
$182K - $214K
|
1.63K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.58KNew |
$176K - $208K
|
1.58K
$184K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.58KNew |
$176K - $208K
|
1.58K
$184K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.56KNew |
$174K - $206K
|
1.56K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.55KNew |
$173K - $204K
|
1.55K
$181K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.55KNew |
$173K - $204K
|
1.55K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.53KNew |
$171K - $202K
|
1.53K
$179K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.52KNew |
$170K - $200K
|
1.52K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 1.42% |
$169K - $200K
|
108K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.47K+ 19.21% |
$164K - $193K
|
9.11K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.47K+ 8.28% |
$164K - $193K
|
19.2K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 6.04% |
$158K - $186K
|
24.8K
$2.89M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.4K+ 4.9% |
$156K - $184K
|
30K
$3.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.38K+ 11.31% |
$154K - $182K
|
13.6K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.38K+ 5.28% |
$154K - $181K
|
27.4K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 34.42% |
$151K - $178K
|
5.27K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 8.05% |
$147K - $173K
|
17.6K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 19.8% |
$133K - $157K
|
7.22K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.19K+ 4.09% |
$133K - $157K
|
30.3K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 57.23% |
$130K - $153K
|
3.18K
$371K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 46.69% |
$128K - $150K
|
3.59K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.12K+ 12.11% |
$125K - $148K
|
10.4K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.11KNew |
$124K - $146K
|
1.11K
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.1K+ 26.18% |
$122K - $144K
|
5.28K
$616K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 20.66% |
$121K - $143K
|
6.33K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 369.2% |
$119K - $141K
|
1.36K
$158K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.02K+ 9.11% |
$114K - $134K
|
12.2K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 1.5% |
$113K - $133K
|
68.3K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1K+ 35.21% |
$112K - $132K
|
3.84K
$448K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
999+ 5.15% |
$112K - $132K
|
20.4K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
988+ 53.03% |
$110K - $130K
|
2.85K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
974New |
$109K - $128K
|
974
$114K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
933+ 13.24% |
$104K - $123K
|
7.98K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
913+ 33.14% |
$102K - $120K
|
3.67K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
901+ 6.38% |
$101K - $119K
|
15K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
884+ 3.11% |
$98.8K - $116K
|
29.3K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
883+ 13.73% |
$98.7K - $116K
|
7.32K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
874+ 12.51% |
$97.7K - $115K
|
7.86K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
807+ 2521.88% |
$90.2K - $106K
|
839
$97.9K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
793+ 30.92% |
$88.6K - $104K
|
3.36K
$392K
|