Purchases and Sales Made in Q3 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 7.06% |
$13.2M - $14.7M
|
1.7M
$199M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.7KNew |
$7.36M - $8.21M
|
62.7K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
30K+ 52.19% |
$3.52M - $3.93M
|
87.5K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.4K+ 1.14% |
$3.21M - $3.59M
|
2.42M
$282M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
26K+ 104.0% |
$3.05M - $3.41M
|
51K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
25.6KNew |
$3M - $3.35M
|
25.6K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
24.5K+ 2.96% |
$2.87M - $3.21M
|
851K
$99.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
24.1K+ 8.46% |
$2.83M - $3.15M
|
309K
$36M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
21.7K+ 134.8% |
$2.54M - $2.84M
|
37.7K
$4.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
19.1K+ 455.73% |
$2.24M - $2.5M
|
23.2K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.9KNew |
$1.75M - $1.95M
|
14.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 11.84% |
$1.57M - $1.75M
|
126K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13K+ 12.85% |
$1.53M - $1.71M
|
115K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
12.9KNew |
$1.51M - $1.69M
|
12.9K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.1KNew |
$1.3M - $1.45M
|
11.1K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.8KNew |
$1.26M - $1.41M
|
10.8K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 25.39% |
$1.2M - $1.34M
|
50.7K
$5.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3K+ 72.64% |
$1.2M - $1.34M
|
24.4K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.79K+ 79.61% |
$1.15M - $1.28M
|
22.1K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.47K+ 1.75% |
$1.11M - $1.24M
|
551K
$64.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.35K+ 155.09% |
$1.1M - $1.23M
|
15.4K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.31K+ 5.82% |
$1.09M - $1.22M
|
169K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.79K+ 0.89% |
$1.03M - $1.15M
|
993K
$116M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.52K+ 123.99% |
$883K - $985K
|
13.6K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
7K+ 35.55% |
$822K - $918K
|
26.7K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.82KNew |
$800K - $893K
|
6.82K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.6K+ 40.53% |
$775K - $865K
|
22.9K
$2.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.52KNew |
$766K - $855K
|
6.52K
$761K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
5.93KNew |
$697K - $777K
|
5.93K
$692K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.86KNew |
$688K - $768K
|
5.86K
$684K
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5.84KNew |
$686K - $766K
|
5.84K
$682K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.47KNew |
$643K - $717K
|
5.47K
$639K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.23K+ 24.66% |
$614K - $686K
|
26.4K
$3.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.04KNew |
$592K - $660K
|
5.04K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.5K+ 77.09% |
$529K - $590K
|
10.3K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4.49K+ 38.98% |
$527K - $588K
|
16K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
3.97K+ 10.02% |
$466K - $521K
|
43.6K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 1.01% |
$465K - $518K
|
394K
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.92KNew |
$460K - $514K
|
3.92K
$457K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.82K+ 16.8% |
$449K - $501K
|
26.6K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.78K+ 11.75% |
$444K - $495K
|
36K
$4.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.66K+ 115.63% |
$429K - $479K
|
6.82K
$795K
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
3.61K+ 8.11% |
$424K - $473K
|
48.2K
$5.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.56K+ 1.89% |
$418K - $467K
|
192K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.5KNew |
$411K - $459K
|
3.5K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.49KNew |
$410K - $457K
|
3.49K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.26K+ 3.63% |
$383K - $427K
|
93K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.24K+ 37.14% |
$381K - $425K
|
12K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.95KNew |
$346K - $386K
|
2.95K
$344K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.71K+ 4.12% |
$319K - $356K
|
68.5K
$8M
|