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 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
250+ 6.51% |
$30.8K - $34.2K
|
4.09K
$477K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
246+ 5.83% |
$30.3K - $33.6K
|
4.47K
$521K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
232+ 1.61% |
$28.6K - $31.7K
|
14.6K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
231+ 38.37% |
$28.5K - $31.6K
|
833
$97.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
225+ 80.36% |
$27.7K - $30.8K
|
505
$58.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
223+ 4.33% |
$27.5K - $30.5K
|
5.37K
$627K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
214+ 0.96% |
$26.4K - $29.3K
|
22.5K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
202+ 2.61% |
$24.9K - $27.6K
|
7.95K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
192+ 6.47% |
$23.6K - $26.2K
|
3.16K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
191+ 2.3% |
$23.5K - $26.1K
|
8.5K
$991K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
184New |
$22.7K - $25.2K
|
184
$21.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
183+ 1.13% |
$22.5K - $25K
|
16.3K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
182+ 0.58% |
$22.4K - $24.9K
|
31.5K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
180New |
$22.2K - $24.6K
|
180
$21K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.44% |
$21.8K - $24.2K
|
40.1K
$4.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
175+ 2.2% |
$21.6K - $23.9K
|
8.12K
$947K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
166+ 1.39% |
$20.4K - $22.7K
|
12.1K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
164+ 3.97% |
$20.2K - $22.4K
|
4.29K
$501K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
158+ 6.08% |
$19.5K - $21.6K
|
2.76K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 4.55% |
$18.5K - $20.5K
|
3.45K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
143+ 1.82% |
$17.6K - $19.5K
|
8K
$933K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
142+ 2.23% |
$17.5K - $19.4K
|
6.52K
$761K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
140+ 350.0% |
$17.2K - $19.1K
|
180
$21K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
139+ 1.2% |
$17.1K - $19K
|
11.7K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
133New |
$16.4K - $18.2K
|
133
$15.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
BUY
|
- |
130+ 0.64% |
$16K - $17.8K
|
20.5K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
128+ 10.42% |
$15.8K - $17.5K
|
1.36K
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
125New |
$15.4K - $17.1K
|
125
$14.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120+ 9.2% |
$14.8K - $16.4K
|
1.42K
$166K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
120+ 1.87% |
$14.8K - $16.4K
|
6.54K
$763K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 2.13% |
$14.2K - $15.7K
|
5.51K
$643K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
113+ 0.49% |
$13.9K - $15.4K
|
23.2K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104New |
$12.8K - $14.2K
|
104
$12.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
103+ 3.99% |
$12.7K - $14.1K
|
2.68K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
101+ 0.52% |
$12.4K - $13.8K
|
19.7K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
100+ 2.2% |
$12.3K - $13.7K
|
4.64K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
100New |
$12.3K - $13.7K
|
100
$11.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
100+ 4.88% |
$12.3K - $13.7K
|
2.15K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
100+ 0.07% |
$12.3K - $13.7K
|
136K
$15.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
95+ 3.57% |
$11.7K - $13K
|
2.75K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
94+ 0.27% |
$11.6K - $12.8K
|
35.5K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90+ 2.83% |
$11.1K - $12.3K
|
3.27K
$382K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
88+ 2.18% |
$10.8K - $12K
|
4.13K
$482K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
86+ 0.53% |
$10.6K - $11.8K
|
16.3K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
80+ 0.88% |
$9.85K - $10.9K
|
9.21K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 3.81% |
$9.24K - $10.3K
|
2.04K
$238K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
71+ 221.88% |
$8.75K - $9.71K
|
103
$12K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$8.62K - $9.57K
|
70
$8.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
65+ 1.64% |
$8.01K - $8.89K
|
4.04K
$471K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
64+ 0.2% |
$7.88K - $8.75K
|
32.6K
$3.81M
|