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
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
24+ 0.64% |
$2.68K - $3.16K
|
3.8K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.71% |
$2.57K - $3.03K
|
3.24K
$378K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.02% |
$2.46K - $2.9K
|
90.8K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
21+ 0.75% |
$2.35K - $2.77K
|
2.84K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
21+ 0.43% |
$2.35K - $2.77K
|
4.95K
$578K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 2000.0% |
$2.24K - $2.63K
|
21
$2.45K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.61% |
$2.01K - $2.37K
|
2.97K
$346K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.22% |
$1.68K - $1.98K
|
6.91K
$806K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.75% |
$1.68K - $1.98K
|
2.02K
$236K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14+ 0.73% |
$1.56K - $1.84K
|
1.94K
$227K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12New |
$1.34K - $1.58K
|
12
$1.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
11+ 0.06% |
$1.23K - $1.45K
|
18.2K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10+ 0.2% |
$1.12K - $1.32K
|
5.03K
$587K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.24% |
$1.12K - $1.32K
|
4.14K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10+ 0.02% |
$1.12K - $1.32K
|
45.8K
$5.34M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.48% |
$1.01K - $1.19K
|
1.88K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
7New |
$782 - $922
|
7
$817
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$782 - $922
|
5.05K
$590K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.12% |
$671 - $790
|
5.1K
$595K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.28% |
$671 - $790
|
2.12K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.43% |
$559 - $659
|
1.16K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 4.0% |
$559 - $659
|
130
$15.2K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 7.14% |
$559 - $659
|
75
$8.75K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.16% |
$447 - $527
|
2.58K
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.2% |
$447 - $527
|
2.05K
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.41% |
$447 - $527
|
989
$115K
|
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
3+ 0.03% |
$335 - $395
|
11.3K
$1.31M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.72% |
$335 - $395
|
417
$48.7K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.05% |
$335 - $395
|
5.86K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$335 - $395
|
5.4K
$629K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.06% |
$224 - $263
|
3.3K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2+ 0.04% |
$224 - $263
|
5.33K
$622K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.03% |
$224 - $263
|
196
$22.9K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$224 - $263
|
977
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$224 - $263
|
1.37K
$160K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.11% |
$224 - $263
|
1.75K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.26% |
$224 - $263
|
49
$5.72K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.05% |
$224 - $263
|
4.13K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.56% |
$224 - $263
|
360
$42K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$112 - $132
|
1.28K
$150K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1New |
$112 - $132
|
1
$117
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$112 - $132
|
3.61K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$112 - $132
|
1.92K
$224K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.65% |
$112 - $132
|
155
$18.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.63% |
$112 - $132
|
159
$18.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.49% |
$112 - $132
|
206
$24K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.56% |
$112 - $132
|
178
$20.8K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.04% |
$112 - $132
|
2.72K
$317K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5- 2.44% |
$559 - $659
|
200
$23.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.89% |
$671 - $790
|
671
$78.3K
|