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 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8- 1.2% |
$894 - $1.05K
|
658
$76.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 0.41% |
$1.01K - $1.19K
|
2.21K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16- 0.76% |
$1.79K - $2.11K
|
2.09K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 1.05% |
$2.24K - $2.63K
|
1.89K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25- 0.05% |
$2.79K - $3.29K
|
53.3K
$6.22M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 2.67% |
$2.91K - $3.42K
|
948
$111K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-30- 1.62% |
$3.35K - $3.95K
|
1.82K
$212K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 3.16% |
$3.46K - $4.08K
|
951
$111K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-34- 10.56% |
$3.8K - $4.48K
|
288
$33.6K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-34- 1.35% |
$3.8K - $4.48K
|
2.49K
$291K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-37- 0.08% |
$4.14K - $4.87K
|
43.5K
$5.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-46- 0.51% |
$5.14K - $6.06K
|
8.96K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50- 60.98% |
$5.59K - $6.58K
|
32
$3.73K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-50- 0.48% |
$5.59K - $6.58K
|
10.4K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-52- 64.2% |
$5.81K - $6.85K
|
29
$3.38K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-62- 1.7% |
$6.93K - $8.17K
|
3.58K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-65- 2.32% |
$7.27K - $8.56K
|
2.74K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-67- 10.39% |
$7.49K - $8.82K
|
578
$67.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67- 0.27% |
$7.49K - $8.82K
|
24.8K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-68- 4.07% |
$7.6K - $8.96K
|
1.6K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-70- 1.07% |
$7.82K - $9.22K
|
6.49K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-75- 0.37% |
$8.38K - $9.88K
|
20.1K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-76- 2.2% |
$8.49K - $10K
|
3.38K
$394K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-80- 13.89% |
$8.94K - $10.5K
|
496
$57.9K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-85- 0.84% |
$9.5K - $11.2K
|
9.98K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-88- 1.18% |
$9.84K - $11.6K
|
7.34K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-89- 12.29% |
$9.95K - $11.7K
|
635
$74.1K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-105- 0.88% |
$11.7K - $13.8K
|
11.8K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-106- 0.48% |
$11.8K - $14K
|
22.2K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-110- 0.34% |
$12.3K - $14.5K
|
32.1K
$3.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-112- 28.79% |
$12.5K - $14.8K
|
277
$32.3K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-122- 2.93% |
$13.6K - $16.1K
|
4.04K
$471K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-123- 13.16% |
$13.7K - $16.2K
|
812
$94.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-123- 6.77% |
$13.7K - $16.2K
|
1.69K
$198K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-123- 6.62% |
$13.7K - $16.2K
|
1.73K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 2.81% |
$14K - $16.5K
|
4.32K
$504K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-131- 3.97% |
$14.6K - $17.3K
|
3.17K
$370K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-131- 3.24% |
$14.6K - $17.3K
|
3.91K
$456K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.45% |
$15.1K - $17.8K
|
30K
$3.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-138- 0.8% |
$15.4K - $18.2K
|
17.1K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141- 8.45% |
$15.8K - $18.6K
|
1.53K
$178K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-143- 18.31% |
$16K - $18.8K
|
638
$74.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-144- 4.17% |
$16.1K - $19K
|
3.31K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-149- 4.2% |
$16.7K - $19.6K
|
3.4K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-157- 1.8% |
$17.5K - $20.7K
|
8.58K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-157- 3.54% |
$17.5K - $20.7K
|
4.27K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-169- 9.79% |
$18.9K - $22.3K
|
1.56K
$182K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-175- 13.12% |
$19.6K - $23K
|
1.16K
$135K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-175- 18.66% |
$19.6K - $23K
|
763
$89K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-175- 3.99% |
$19.6K - $23K
|
4.21K
$491K
|