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 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-180- 2.33% |
$20.1K - $23.7K
|
7.55K
$881K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-180- 2.22% |
$20.1K - $23.7K
|
7.95K
$927K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-189- 3.62% |
$21.1K - $24.9K
|
5.04K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-191- 0.63% |
$21.3K - $25.2K
|
30.2K
$3.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-194- 8.65% |
$21.7K - $25.5K
|
2.05K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-195- 9.07% |
$21.8K - $25.7K
|
1.96K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-196- 4.62% |
$21.9K - $25.8K
|
4.05K
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 2.47% |
$22.4K - $26.3K
|
7.9K
$922K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-212- 3.31% |
$23.7K - $27.9K
|
6.19K
$722K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-220- 8.53% |
$24.6K - $29K
|
2.36K
$275K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-226- 11.59% |
$25.3K - $29.8K
|
1.72K
$201K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-241- 1.21% |
$26.9K - $31.7K
|
19.6K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-242- 1.49% |
$27K - $31.9K
|
16K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-243- 10.93% |
$27.2K - $32K
|
1.98K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-251- 4.65% |
$28.1K - $33.1K
|
5.15K
$601K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-253- 1.73% |
$28.3K - $33.3K
|
14.4K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-260- 3.53% |
$29.1K - $34.2K
|
7.11K
$829K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-267- 25.02% |
$29.8K - $35.2K
|
800
$93.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-270- 3.59% |
$30.2K - $35.6K
|
7.25K
$846K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-288- 6.39% |
$32.2K - $37.9K
|
4.22K
$492K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-300- 11.1% |
$33.5K - $39.5K
|
2.4K
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-300- 82.87% |
$33.5K - $39.5K
|
62
$7.23K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-326- 5.01% |
$36.4K - $42.9K
|
6.18K
$721K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-331- 0.49% |
$37K - $43.6K
|
67.3K
$7.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-335- 1.39% |
$37.4K - $44.1K
|
23.7K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-342- 10.8% |
$38.2K - $45K
|
2.82K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-345- 2.62% |
$38.6K - $45.4K
|
12.8K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-349- 11.53% |
$39K - $46K
|
2.68K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-382- 7.76% |
$42.7K - $50.3K
|
4.54K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-396- 2.87% |
$44.3K - $52.2K
|
13.4K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-398- 5.98% |
$44.5K - $52.4K
|
6.25K
$730K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-399- 3.29% |
$44.6K - $52.5K
|
11.7K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-400- 42.55% |
$44.7K - $52.7K
|
540
$63K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-404- 7.19% |
$45.2K - $53.2K
|
5.21K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-413- 21.24% |
$46.2K - $54.4K
|
1.53K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-416- 13.77% |
$46.5K - $54.8K
|
2.61K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-432- 1.42% |
$48.3K - $56.9K
|
29.9K
$3.49M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-437- 11.27% |
$48.8K - $57.6K
|
3.44K
$401K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-447- 5.39% |
$50K - $58.9K
|
7.85K
$916K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 0.73% |
$50.4K - $59.4K
|
60.9K
$7.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-464- 8.46% |
$51.9K - $61.1K
|
5.02K
$586K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-474- 3.18% |
$53K - $62.4K
|
14.4K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-475- 3.13% |
$53.1K - $62.6K
|
14.7K
$1.72M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-522- 2.63% |
$58.3K - $68.7K
|
19.3K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-539- 33.84% |
$60.2K - $71K
|
1.05K
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-602- 4.86% |
$67.3K - $79.3K
|
11.8K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-629- 21.39% |
$70.3K - $82.8K
|
2.31K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-646- 7.6% |
$72.2K - $85.1K
|
7.86K
$917K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-651- 7.8% |
$72.8K - $85.7K
|
7.7K
$898K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-654- 4.56% |
$73.1K - $86.1K
|
13.7K
$1.6M
|