Purchases and Sales Made in Q2 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.47KNew |
$428K - $475K
|
3.47K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 18.81% |
$408K - $452K
|
20.9K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 72.44% |
$394K - $437K
|
7.61K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.13K+ 10.77% |
$386K - $428K
|
32.2K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.03KNew |
$373K - $414K
|
3.03K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.88K+ 70.19% |
$355K - $394K
|
6.98K
$814K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.74K+ 6.08% |
$338K - $375K
|
47.9K
$5.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.65K+ 4.37% |
$326K - $362K
|
63.2K
$7.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64KNew |
$325K - $361K
|
2.64K
$308K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 8.75% |
$316K - $351K
|
31.9K
$3.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.49K+ 3.74% |
$307K - $341K
|
69.1K
$8.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.44K+ 8.9% |
$300K - $333K
|
29.8K
$3.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.41K+ 2.36% |
$297K - $329K
|
105K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.31KNew |
$284K - $316K
|
2.31K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.28K+ 31.99% |
$281K - $311K
|
9.4K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.26KNew |
$278K - $309K
|
2.26K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.17K+ 7.07% |
$267K - $297K
|
32.9K
$3.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.15K+ 18.27% |
$265K - $294K
|
13.9K
$1.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.1K+ 1.91% |
$258K - $287K
|
112K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.07K+ 0.25% |
$255K - $283K
|
827K
$96.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.06K+ 10.77% |
$254K - $282K
|
21.2K
$2.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.04KNew |
$252K - $279K
|
2.04K
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.99KNew |
$245K - $272K
|
1.99K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.99K+ 236.83% |
$245K - $272K
|
2.83K
$330K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.99K+ 23.76% |
$245K - $271K
|
10.3K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.89K+ 115.42% |
$233K - $259K
|
3.54K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.84KNew |
$227K - $252K
|
1.84K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.8K+ 100.0% |
$222K - $246K
|
3.6K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.77K+ 1.78% |
$218K - $242K
|
102K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.75KNew |
$216K - $240K
|
1.75K
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.7KNew |
$209K - $232K
|
1.7K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.68KNew |
$207K - $230K
|
1.68K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.67K+ 81.03% |
$206K - $228K
|
3.73K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.65K+ 11.35% |
$203K - $225K
|
16.1K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.64KNew |
$202K - $224K
|
1.64K
$191K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.61KNew |
$199K - $220K
|
1.61K
$188K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$197K - $219K
|
1.6K
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.53KNew |
$189K - $209K
|
1.53K
$179K
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.51K+ 1.77% |
$186K - $207K
|
86.9K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.48K+ 3.88% |
$182K - $202K
|
39.6K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 4.12% |
$171K - $190K
|
35K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.26K+ 9.87% |
$155K - $172K
|
14K
$1.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.24K+ 8.38% |
$153K - $170K
|
16K
$1.87M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.18K+ 11.32% |
$145K - $161K
|
11.6K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 38.66% |
$140K - $156K
|
4.09K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.13KNew |
$139K - $154K
|
1.13K
$131K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.1K+ 36.97% |
$135K - $150K
|
4.08K
$475K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.09K+ 15.13% |
$134K - $148K
|
8.26K
$964K
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.4% |
$128K - $143K
|
44.5K
$5.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
940+ 35.65% |
$116K - $128K
|
3.58K
$417K
|