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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.15K- 14.37% |
$137K - $166K
|
12.8K
$1.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.21KClosed |
$141K - $171K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-2.22K- 80.38% |
$141K - $171K
|
541
$63.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.33K- 3.71% |
$149K - $180K
|
60.4K
$7.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.5K- 15.7% |
$159K - $193K
|
13.4K
$1.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.5K- 3.18% |
$159K - $193K
|
76K
$8.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.61K- 46.46% |
$166K - $202K
|
3.01K
$351K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$168K - $203K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.78K- 14.26% |
$177K - $215K
|
16.7K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-2.89KClosed |
$184K - $223K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.95K- 4.93% |
$188K - $228K
|
56.8K
$6.63M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.15KClosed |
$201K - $243K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.16K- 15.68% |
$202K - $244K
|
17K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.23KClosed |
$206K - $250K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 9.28% |
$209K - $253K
|
32K
$3.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 29.75% |
$235K - $285K
|
8.7K
$1.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.96KClosed |
$253K - $306K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.12K- 31.26% |
$263K - $318K
|
9.06K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.2KClosed |
$268K - $325K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.5K- 5.08% |
$287K - $348K
|
84.1K
$9.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.03K- 8.32% |
$321K - $388K
|
55.4K
$6.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.95K- 6.29% |
$379K - $460K
|
88.6K
$10.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-6.2KClosed |
$395K - $479K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-6.37K- 93.18% |
$406K - $492K
|
466
$54.4K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.5K- 27.42% |
$414K - $502K
|
17.2K
$2.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-6.7K- 52.84% |
$427K - $518K
|
5.98K
$698K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 6.72% |
$430K - $521K
|
93.6K
$10.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-7.22K- 11.5% |
$460K - $558K
|
55.5K
$6.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.7KClosed |
$491K - $595K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.35K- 50.3% |
$596K - $722K
|
9.24K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.1K- 15.88% |
$642K - $778K
|
53.3K
$6.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.1KClosed |
$644K - $780K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.4K- 29.43% |
$661K - $801K
|
24.9K
$2.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.7K- 3.97% |
$681K - $825K
|
258K
$30.1M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.7K- 71.15% |
$748K - $906K
|
4.76K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12KClosed |
$764K - $925K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-12.3K- 14.86% |
$785K - $950K
|
70.5K
$8.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.3KClosed |
$849K - $1.03M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.4K- 38.87% |
$921K - $1.12M
|
22.7K
$2.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-16.5KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-17.5KClosed |
$1.12M - $1.35M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20K- 10.31% |
$1.28M - $1.55M
|
174K
$20.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 86.25% |
$1.33M - $1.61M
|
3.32K
$387K
|
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-21KClosed |
$1.34M - $1.62M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-21.1K- 60.99% |
$1.35M - $1.63M
|
13.5K
$1.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-22.1KClosed |
$1.41M - $1.71M
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-29K- 99.5% |
$1.85M - $2.24M
|
146
$17K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-40.9K- 98.5% |
$2.61M - $3.16M
|
624
$72.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-50.6KClosed |
$3.23M - $3.91M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.1K- 6.5% |
$3.45M - $4.18M
|
777K
$90.7M
|