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 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-654- 4.56% |
$73.1K - $86.1K
|
13.7K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-660- 7.28% |
$73.8K - $86.9K
|
8.41K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-677- 22.9% |
$75.7K - $89.2K
|
2.28K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-685- 12.85% |
$76.6K - $90.2K
|
4.65K
$554K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-708- 4.66% |
$79.1K - $93.2K
|
14.5K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-727- 8.6% |
$81.3K - $95.7K
|
7.72K
$921K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-734- 21.1% |
$82K - $96.7K
|
2.74K
$327K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-746- 14.92% |
$83.4K - $98.2K
|
4.25K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-761- 13.55% |
$85.1K - $100K
|
4.86K
$579K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-769- 13.45% |
$86K - $101K
|
4.95K
$590K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-790- 3.73% |
$88.3K - $104K
|
20.4K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-835- 10.47% |
$93.3K - $110K
|
7.14K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-863- 2.77% |
$96.5K - $114K
|
30.3K
$3.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-873- 3.11% |
$97.6K - $115K
|
27.2K
$3.24M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-889- 8.44% |
$99.4K - $117K
|
9.65K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-961- 7.52% |
$107K - $127K
|
11.8K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-969- 17.42% |
$108K - $128K
|
4.59K
$548K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-978- 23.69% |
$109K - $129K
|
3.15K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.05K- 11.1% |
$117K - $138K
|
8.42K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.06K- 22.24% |
$118K - $140K
|
3.71K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 14.5% |
$119K - $140K
|
6.28K
$749K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.92% |
$129K - $152K
|
58.7K
$7M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 30.57% |
$130K - $153K
|
2.64K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.16K- 39.46% |
$130K - $153K
|
1.78K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.22K- 7.36% |
$136K - $160K
|
15.3K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.23K- 48.56% |
$138K - $162K
|
1.3K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.25K- 8.8% |
$140K - $165K
|
13K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.27K- 16.3% |
$142K - $168K
|
6.53K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 3.2% |
$152K - $180K
|
41.2K
$4.92M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.4K- 26.22% |
$156K - $184K
|
3.93K
$468K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.45K- 35.38% |
$162K - $191K
|
2.65K
$316K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.59K- 26.23% |
$178K - $209K
|
4.47K
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.62K- 50.29% |
$181K - $214K
|
1.6K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.79K- 1.3% |
$200K - $236K
|
135K
$16.2M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.79K- 53.34% |
$200K - $236K
|
1.57K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.8K- 16.98% |
$201K - $237K
|
8.81K
$1.05M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1.89K- 9.09% |
$211K - $248K
|
18.8K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.89K- 20.7% |
$211K - $248K
|
7.22K
$861K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.97K- 21.49% |
$220K - $259K
|
7.18K
$856K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.13K- 34.88% |
$238K - $281K
|
3.98K
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 25.83% |
$248K - $293K
|
6.38K
$761K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.24KClosed |
$250K - $295K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.36K- 1.74% |
$264K - $311K
|
133K
$15.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.43K- 13.08% |
$272K - $320K
|
16.2K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.44K- 7.64% |
$272K - $321K
|
29.5K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.52K- 0.62% |
$282K - $332K
|
401K
$47.9M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.57K- 36.03% |
$287K - $338K
|
4.56K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.6K- 42.6% |
$291K - $343K
|
3.51K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-2.9K- 7.72% |
$324K - $381K
|
34.6K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.95K- 90.62% |
$329K - $388K
|
305
$36.4K
|