Purchases and Sales Made in Q3 2021 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.58KNew |
$419K - $508K
|
6.58K
$767K
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.47K+ 34.36% |
$413K - $500K
|
25.3K
$2.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
6.2KNew |
$395K - $479K
|
6.2K
$723K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
5.85K+ 1254.51% |
$373K - $452K
|
6.31K
$736K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
5.37K+ 6.9% |
$343K - $415K
|
83.2K
$9.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.26K+ 10.06% |
$335K - $406K
|
57.5K
$6.71M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.01KNew |
$319K - $387K
|
5.01K
$584K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.81K+ 1.37% |
$243K - $294K
|
281K
$32.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.75KNew |
$239K - $290K
|
3.75K
$438K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.71K+ 3.35% |
$236K - $286K
|
114K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.4K+ 29.62% |
$217K - $263K
|
14.9K
$1.74M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.35K+ 55.75% |
$214K - $259K
|
9.36K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$211K - $256K
|
3.31K
$386K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.28K+ 2.22% |
$209K - $253K
|
151K
$17.6M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.24K+ 30.99% |
$207K - $251K
|
13.7K
$1.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$201K - $244K
|
3.16K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.15K+ 43.51% |
$201K - $243K
|
10.4K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.1K+ 5.17% |
$198K - $240K
|
63.1K
$7.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.03K+ 62.99% |
$194K - $234K
|
7.85K
$916K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.95K+ 29.23% |
$188K - $228K
|
13K
$1.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
2.94KNew |
$187K - $227K
|
2.94K
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.89KNew |
$185K - $224K
|
2.89K
$338K
|
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.74K+ 3.47% |
$174K - $211K
|
81.5K
$9.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.56K+ 31.7% |
$163K - $198K
|
10.6K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.56K+ 46.55% |
$163K - $198K
|
8.06K
$940K
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 5.65% |
$151K - $183K
|
44.3K
$5.17M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.23K+ 2.65% |
$142K - $172K
|
86.2K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.14K+ 26.69% |
$136K - $165K
|
10.1K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.04K+ 25.35% |
$130K - $158K
|
10.1K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.96K+ 66.63% |
$125K - $151K
|
4.89K
$571K
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.92K+ 7.49% |
$122K - $148K
|
27.5K
$3.21M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.91K+ 57.74% |
$122K - $148K
|
5.23K
$610K
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
BUY
|
- |
1.63K+ 2.12% |
$104K - $126K
|
78.4K
$9.14M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.56K+ 6.61% |
$99.4K - $120K
|
25.1K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.55K+ 4.88% |
$98.9K - $120K
|
33.3K
$3.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.39K+ 8.32% |
$88.3K - $107K
|
18K
$2.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.37K+ 1.9% |
$87.1K - $105K
|
73.3K
$8.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$81.4K - $98.6K
|
1.28K
$149K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
1.17KNew |
$74.7K - $90.5K
|
1.17K
$137K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.12K+ 571.94% |
$71.5K - $86.6K
|
1.32K
$154K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.03K+ 5.76% |
$65.8K - $79.7K
|
18.9K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
950+ 1.14% |
$60.6K - $73.4K
|
84.5K
$9.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
898+ 21.33% |
$57.3K - $69.4K
|
5.11K
$596K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
825+ 4.82% |
$52.6K - $63.7K
|
17.9K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
812+ 2.24% |
$51.8K - $62.7K
|
37K
$4.32M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
800+ 19.17% |
$51K - $61.8K
|
4.97K
$580K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
767+ 13.48% |
$48.9K - $59.3K
|
6.46K
$753K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
767+ 4.91% |
$48.9K - $59.3K
|
16.4K
$1.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
750New |
$47.8K - $57.9K
|
750
$87.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
745+ 103.33% |
$47.5K - $57.6K
|
1.47K
$171K
|