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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
925+ 8.01% |
$114K - $126K
|
12.5K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
911+ 7.7% |
$112K - $125K
|
12.7K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
901+ 4.12% |
$111K - $123K
|
22.8K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
840+ 20.37% |
$103K - $115K
|
4.96K
$579K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
811+ 18.11% |
$99.9K - $111K
|
5.29K
$617K
|
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
772+ 44.68% |
$95.1K - $106K
|
2.5K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
764+ 289.39% |
$94.1K - $104K
|
1.03K
$120K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
754+ 2.29% |
$92.9K - $103K
|
33.7K
$3.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
729+ 18.57% |
$89.8K - $99.7K
|
4.65K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
718+ 3.52% |
$88.4K - $98.2K
|
21.1K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
693New |
$85.4K - $94.7K
|
693
$80.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
660+ 38.08% |
$81.3K - $90.2K
|
2.39K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
649+ 18.51% |
$79.9K - $88.7K
|
4.16K
$485K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
633+ 2.51% |
$78K - $86.5K
|
25.9K
$3.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
630+ 136.66% |
$77.6K - $86.1K
|
1.09K
$127K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
622+ 29.37% |
$76.6K - $85K
|
2.74K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
598+ 0.5% |
$73.7K - $81.7K
|
120K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
591+ 5.02% |
$72.8K - $80.8K
|
12.4K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
575+ 29.41% |
$70.8K - $78.6K
|
2.53K
$295K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
566+ 2.22% |
$69.7K - $77.4K
|
26K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
551+ 21.28% |
$67.9K - $75.3K
|
3.14K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
539+ 18.07% |
$66.4K - $73.7K
|
3.52K
$411K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 25.0% |
$61.6K - $68.4K
|
2.5K
$292K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500New |
$61.6K - $68.4K
|
500
$58.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
498+ 10.84% |
$61.3K - $68.1K
|
5.09K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
486+ 21.33% |
$59.9K - $66.4K
|
2.77K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
465+ 24.64% |
$57.3K - $63.6K
|
2.35K
$274K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
448+ 0.76% |
$55.2K - $61.2K
|
59.2K
$6.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
407+ 14.39% |
$50.1K - $55.6K
|
3.24K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
389+ 7.72% |
$47.9K - $53.2K
|
5.43K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
388+ 7.82% |
$47.8K - $53K
|
5.35K
$624K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
379+ 11.14% |
$46.7K - $51.8K
|
3.78K
$441K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
365New |
$45K - $49.9K
|
365
$42.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
352+ 5.47% |
$43.4K - $48.1K
|
6.79K
$792K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
352+ 24.29% |
$43.4K - $48.1K
|
1.8K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
347+ 23.13% |
$42.7K - $47.4K
|
1.85K
$215K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
333New |
$41K - $45.5K
|
333
$38.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
330+ 3.31% |
$40.6K - $45.1K
|
10.3K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
329+ 2.58% |
$40.5K - $45K
|
13.1K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
317+ 46.48% |
$39K - $43.3K
|
999
$117K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
316+ 2.5% |
$38.9K - $43.2K
|
13K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
310+ 8.84% |
$38.2K - $42.4K
|
3.82K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
309+ 506.56% |
$38.1K - $42.2K
|
370
$43.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
309+ 3.22% |
$38.1K - $42.2K
|
9.92K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
293+ 0.8% |
$36.1K - $40.1K
|
36.9K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
274+ 1.88% |
$33.7K - $37.5K
|
14.8K
$1.73M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
271+ 1.75% |
$33.4K - $37K
|
15.8K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
271+ 8.27% |
$33.4K - $37K
|
3.55K
$414K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
259+ 0.98% |
$31.9K - $35.4K
|
26.7K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
258+ 0.56% |
$31.8K - $35.3K
|
46.1K
$5.37M
|