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 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
48+ 14.33% |
$3.06K - $3.71K
|
383
$44.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
42+ 0.85% |
$2.68K - $3.24K
|
4.99K
$582K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41+ 128.13% |
$2.62K - $3.17K
|
73
$8.52K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
34+ 1.24% |
$2.17K - $2.63K
|
2.79K
$325K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
31+ 0.13% |
$1.98K - $2.4K
|
24.7K
$2.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
28+ 0.32% |
$1.79K - $2.16K
|
8.8K
$1.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18+ 1800.0% |
$1.15K - $1.39K
|
19
$2.22K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 60.0% |
$574 - $695
|
24
$2.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$510 - $618
|
10.2K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.16% |
$510 - $618
|
5.09K
$594K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5+ 3.45% |
$319 - $386
|
150
$17.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
3+ 0.01% |
$191 - $232
|
43.2K
$5.04M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.67% |
$63.8 - $77.3
|
150
$17.5K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
1+ 5.0% |
$63.8 - $77.3
|
21
$2.45K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.27% |
$128 - $155
|
736
$85.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5- 0.11% |
$319 - $386
|
4.36K
$508K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- 0.32% |
$702 - $850
|
3.41K
$398K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$765 - $927
|
14.6K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-19- 0.68% |
$1.21K - $1.47K
|
2.76K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20- 12.99% |
$1.28K - $1.55K
|
134
$15.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-24- 0.83% |
$1.53K - $1.85K
|
2.88K
$336K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 12.25% |
$1.98K - $2.4K
|
222
$25.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-35- 42.17% |
$2.23K - $2.7K
|
48
$5.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 0.16% |
$2.93K - $3.55K
|
28.5K
$3.32M
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-47- 1.23% |
$3K - $3.63K
|
3.77K
$440K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-50- 0.83% |
$3.19K - $3.86K
|
5.98K
$698K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-53- 1.15% |
$3.38K - $4.09K
|
4.55K
$530K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60- 0.94% |
$3.83K - $4.64K
|
6.31K
$736K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-65Closed |
$4.15K - $5.02K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-69- 1.28% |
$4.4K - $5.33K
|
5.31K
$620K
|
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-75- 0.56% |
$4.78K - $5.79K
|
13.4K
$1.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-77- 1.73% |
$4.91K - $5.95K
|
4.39K
$512K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-88- 22.74% |
$5.61K - $6.8K
|
299
$34.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97- 2.49% |
$6.19K - $7.49K
|
3.8K
$443K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-100- 3.21% |
$6.38K - $7.73K
|
3.02K
$352K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-100- 1.25% |
$6.38K - $7.73K
|
7.88K
$919K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-102- 0.52% |
$6.51K - $7.88K
|
19.5K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-108- 0.14% |
$6.89K - $8.34K
|
74.5K
$8.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-111- 2.8% |
$7.08K - $8.58K
|
3.85K
$449K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-115- 65.34% |
$7.34K - $8.88K
|
61
$7.12K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-141- 5.03% |
$8.99K - $10.9K
|
2.66K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-150Closed |
$9.57K - $11.6K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-150- 0.91% |
$9.57K - $11.6K
|
16.4K
$1.91M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-153Closed |
$9.76K - $11.8K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-158- 0.55% |
$10.1K - $12.2K
|
28.6K
$3.34M
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-165- 2.19% |
$10.5K - $12.7K
|
7.36K
$858K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-170- 5.48% |
$10.8K - $13.1K
|
2.93K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-175- 1.73% |
$11.2K - $13.5K
|
9.94K
$1.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-200- 3.27% |
$12.8K - $15.5K
|
5.91K
$690K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-202- 0.03% |
$12.9K - $15.6K
|
640K
$74.7M
|