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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.91% |
$3.46K - $4.08K
|
3.45K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
30+ 1.29% |
$3.35K - $3.95K
|
2.36K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$3.35K - $3.95K
|
30
$3.58K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
27+ 0.66% |
$3.02K - $3.56K
|
4.12K
$492K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 0.9% |
$3.02K - $3.56K
|
3.03K
$362K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 0.96% |
$3.02K - $3.56K
|
2.83K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
27+ 1.26% |
$3.02K - $3.56K
|
2.17K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
26+ 4.51% |
$2.91K - $3.42K
|
602
$71.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
24+ 0.64% |
$2.68K - $3.16K
|
3.8K
$453K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
24New |
$2.68K - $3.16K
|
24
$2.86K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.71% |
$2.57K - $3.03K
|
3.24K
$387K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.02% |
$2.46K - $2.9K
|
90.8K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
21+ 0.43% |
$2.35K - $2.77K
|
4.95K
$591K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
21+ 0.75% |
$2.35K - $2.77K
|
2.84K
$338K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 2000.0% |
$2.24K - $2.63K
|
21
$2.5K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.61% |
$2.01K - $2.37K
|
2.97K
$354K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.75% |
$1.68K - $1.98K
|
2.02K
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.22% |
$1.68K - $1.98K
|
6.91K
$824K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14+ 0.73% |
$1.56K - $1.84K
|
1.94K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12New |
$1.34K - $1.58K
|
12
$1.43K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
11+ 0.06% |
$1.23K - $1.45K
|
18.2K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10+ 0.02% |
$1.12K - $1.32K
|
45.8K
$5.46M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.24% |
$1.12K - $1.32K
|
4.14K
$494K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10+ 0.2% |
$1.12K - $1.32K
|
5.03K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.48% |
$1.01K - $1.19K
|
1.88K
$224K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$782 - $922
|
5.05K
$603K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
7New |
$782 - $922
|
7
$835
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.12% |
$671 - $790
|
5.1K
$608K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.28% |
$671 - $790
|
2.12K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.43% |
$559 - $659
|
1.16K
$138K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 7.14% |
$559 - $659
|
75
$8.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 4.0% |
$559 - $659
|
130
$15.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.2% |
$447 - $527
|
2.05K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.16% |
$447 - $527
|
2.58K
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.41% |
$447 - $527
|
989
$118K
|
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
3+ 0.03% |
$335 - $395
|
11.3K
$1.34M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.72% |
$335 - $395
|
417
$49.7K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.05% |
$335 - $395
|
5.86K
$699K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$335 - $395
|
5.4K
$644K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.03% |
$224 - $263
|
196
$23.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2+ 0.04% |
$224 - $263
|
5.33K
$636K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.05% |
$224 - $263
|
4.13K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.06% |
$224 - $263
|
3.3K
$394K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$224 - $263
|
977
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$224 - $263
|
1.37K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.11% |
$224 - $263
|
1.75K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.56% |
$224 - $263
|
360
$42.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.26% |
$224 - $263
|
49
$5.84K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.56% |
$112 - $132
|
178
$21.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.63% |
$112 - $132
|
159
$19K
|