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 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
62+ 1.03% |
$7.64K - $8.48K
|
6.11K
$713K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
60+ 0.21% |
$7.39K - $8.2K
|
28.6K
$3.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 0.79% |
$7.27K - $8.07K
|
7.57K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
58+ 1.02% |
$7.14K - $7.93K
|
5.73K
$669K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
57+ 0.96% |
$7.02K - $7.79K
|
6.01K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
57+ 3.41% |
$7.02K - $7.79K
|
1.73K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
57+ 0.47% |
$7.02K - $7.79K
|
12.3K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
57+ 0.61% |
$7.02K - $7.79K
|
9.37K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50+ 1.92% |
$6.16K - $6.83K
|
2.66K
$310K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
50New |
$6.16K - $6.83K
|
50
$5.83K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48+ 15.74% |
$5.91K - $6.56K
|
353
$41.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
40+ 1.85% |
$4.93K - $5.47K
|
2.21K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
40New |
$4.93K - $5.47K
|
40
$4.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
39+ 1.84% |
$4.8K - $5.33K
|
2.15K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
39+ 0.79% |
$4.8K - $5.33K
|
4.95K
$577K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
38New |
$4.68K - $5.19K
|
38
$4.43K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
37+ 1.62% |
$4.56K - $5.06K
|
2.33K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$4.56K - $5.06K
|
37
$4.32K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35+ 0.71% |
$4.31K - $4.78K
|
4.99K
$582K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
34+ 0.15% |
$4.19K - $4.65K
|
22.2K
$2.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
34+ 1.99% |
$4.19K - $4.65K
|
1.74K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
30+ 1.05% |
$3.7K - $4.1K
|
2.88K
$336K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
29New |
$3.57K - $3.96K
|
29
$3.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26+ 0.41% |
$3.2K - $3.55K
|
6.44K
$752K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 6.0% |
$3.08K - $3.42K
|
442
$51.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25+ 1.27% |
$3.08K - $3.42K
|
1.99K
$233K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 13.3% |
$3.08K - $3.42K
|
213
$24.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
25+ 1.24% |
$3.08K - $3.42K
|
2.05K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
24+ 0.7% |
$2.96K - $3.28K
|
3.48K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
15+ 1.32% |
$1.85K - $2.05K
|
1.15K
$135K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10+ 0.07% |
$1.23K - $1.37K
|
13.5K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.05% |
$862 - $957
|
15.2K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.35% |
$862 - $957
|
2.01K
$235K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 1.97% |
$739 - $820
|
311
$36.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
$739 - $820
|
6
$700
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.19% |
$616 - $684
|
2.58K
$300K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
4+ 0.35% |
$493 - $547
|
1.16K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.11% |
$493 - $547
|
3.68K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$246 - $273
|
16.1K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2+ 0.1% |
$246 - $273
|
2.07K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$123 - $137
|
764
$89.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.39% |
$123 - $137
|
73
$8.52K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1New |
$123 - $137
|
1
$117
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.77% |
$123 - $137
|
131
$15.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.05% |
$123 - $137
|
2.09K
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$123 - $137
|
4.01K
$468K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.3% |
$246 - $273
|
656
$76.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 4.26% |
$246 - $273
|
45
$5.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3- 0.03% |
$370 - $410
|
8.95K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-5- 0.03% |
$616 - $684
|
19.1K
$2.22M
|