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 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.5K- 7.35% |
$185K - $205K
|
18.9K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.62K- 15.64% |
$199K - $221K
|
8.73K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.67K- 88.1% |
$205K - $228K
|
225
$26.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.72K- 36.44% |
$212K - $235K
|
3K
$358K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-1.75K- 9.26% |
$215K - $239K
|
17.1K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.78K- 11.61% |
$219K - $243K
|
13.5K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 2.97% |
$230K - $256K
|
61.2K
$7.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.9K- 10.59% |
$234K - $260K
|
16.1K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 24.44% |
$240K - $267K
|
6.03K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2K- 6.23% |
$246K - $273K
|
30.1K
$3.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 1.22% |
$251K - $278K
|
165K
$19.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.08K- 49.92% |
$257K - $285K
|
2.09K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.09K- 15.42% |
$258K - $286K
|
11.5K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.21K- 15.0% |
$273K - $303K
|
12.5K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.26K- 12.19% |
$278K - $309K
|
16.3K
$1.94M
|
|
|
Aug 07, 2024
Q2 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-2.38K- 21.15% |
$293K - $325K
|
8.87K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.46K- 3.6% |
$303K - $336K
|
65.8K
$7.85M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.54K- 6.79% |
$313K - $347K
|
34.9K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.54K- 7.17% |
$313K - $347K
|
32.9K
$3.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.67K- 15.56% |
$329K - $365K
|
14.5K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 37.86% |
$339K - $376K
|
4.52K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.84K- 6.46% |
$350K - $389K
|
41.2K
$4.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.94K- 5.15% |
$362K - $402K
|
54.2K
$6.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.16K- 2.92% |
$389K - $432K
|
105K
$12.5M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 11.26% |
$421K - $467K
|
26.9K
$3.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.48K- 5.71% |
$429K - $476K
|
57.5K
$6.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.62K- 4.07% |
$446K - $495K
|
85.4K
$10.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-4.15K- 20.03% |
$512K - $568K
|
16.6K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.51K- 8.46% |
$555K - $616K
|
48.8K
$5.82M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.52K- 5.38% |
$557K - $618K
|
79.6K
$9.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.84K- 4.12% |
$597K - $662K
|
113K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.96K- 38.52% |
$611K - $678K
|
7.91K
$944K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.82K- 19.29% |
$717K - $795K
|
24.3K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.87K- 49.19% |
$723K - $802K
|
6.06K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.15K- 0.72% |
$880K - $977K
|
984K
$117M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.7K- 2.57% |
$1.07M - $1.19M
|
329K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.09K- 96.36% |
$1.12M - $1.24M
|
343
$40.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.52K- 74.9% |
$1.17M - $1.3M
|
3.19K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.3K- 34.08% |
$1.26M - $1.4M
|
19.9K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11K- 79.12% |
$1.36M - $1.51M
|
2.91K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.2K- 2.79% |
$1.38M - $1.53M
|
390K
$46.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-11.4K- 39.55% |
$1.4M - $1.55M
|
17.4K
$2.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-15.8K- 79.11% |
$1.95M - $2.17M
|
4.18K
$499K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.4K- 5.79% |
$2.02M - $2.24M
|
267K
$31.8M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-22.5K- 5.79% |
$2.78M - $3.08M
|
367K
$43.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.9K- 12.37% |
$2.94M - $3.27M
|
169K
$20.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.2K- 3.87% |
$3.35M - $3.72M
|
675K
$80.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.5K- 16.88% |
$4M - $4.44M
|
160K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.9K- 20.57% |
$4.18M - $4.64M
|
131K
$15.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-35.6K- 93.77% |
$4.39M - $4.87M
|
2.37K
$282K
|