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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-37- 1.24% |
$4.35K - $4.85K
|
2.96K
$345K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-38- 0.27% |
$4.46K - $4.98K
|
14.3K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 0.39% |
$4.7K - $5.24K
|
10.3K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-41- 1.02% |
$4.82K - $5.37K
|
3.97K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-41- 0.8% |
$4.82K - $5.37K
|
5.1K
$595K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-41- 0.36% |
$4.82K - $5.37K
|
11.4K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-43- 0.47% |
$5.05K - $5.64K
|
9.16K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-44- 0.61% |
$5.17K - $5.77K
|
7.16K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-50- 32.26% |
$5.87K - $6.55K
|
105
$12.3K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-54- 0.47% |
$6.34K - $7.08K
|
11.5K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-56- 12.67% |
$6.58K - $7.34K
|
386
$45K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-60- 0.25% |
$7.05K - $7.86K
|
24.1K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-60- 2.11% |
$7.05K - $7.86K
|
2.78K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-65- 2.61% |
$7.63K - $8.52K
|
2.43K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-67- 1.56% |
$7.87K - $8.78K
|
4.23K
$493K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 3.68% |
$7.99K - $8.91K
|
1.78K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-72- 0.56% |
$8.46K - $9.44K
|
12.9K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-73- 0.88% |
$8.57K - $9.57K
|
8.19K
$956K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-75- 50.0% |
$8.81K - $9.83K
|
75
$8.75K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 59.54% |
$9.16K - $10.2K
|
53
$6.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-78- 2.76% |
$9.16K - $10.2K
|
2.75K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-81- 1.84% |
$9.51K - $10.6K
|
4.32K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-90- 3.41% |
$10.6K - $11.8K
|
2.55K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-99- 4.23% |
$11.6K - $13K
|
2.24K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-99- 2.69% |
$11.6K - $13K
|
3.58K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-100- 2.46% |
$11.7K - $13.1K
|
3.96K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 1.69% |
$11.7K - $13.1K
|
5.8K
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 1.33% |
$11.7K - $13.1K
|
7.41K
$864K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-100- 1.07% |
$11.7K - $13.1K
|
9.26K
$1.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-108- 3.55% |
$12.7K - $14.2K
|
2.93K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-116- 5.04% |
$13.6K - $15.2K
|
2.19K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-116- 1.31% |
$13.6K - $15.2K
|
8.76K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-118- 3.32% |
$13.9K - $15.5K
|
3.43K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-124- 0.04% |
$14.6K - $16.3K
|
329K
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-124- 0.79% |
$14.6K - $16.3K
|
15.6K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 2.89% |
$14.7K - $16.4K
|
4.2K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-131- 5.68% |
$15.4K - $17.2K
|
2.18K
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-132- 2.63% |
$15.5K - $17.3K
|
4.89K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-132- 1.65% |
$15.5K - $17.3K
|
7.87K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-144- 2.23% |
$16.9K - $18.9K
|
6.3K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-150- 5.42% |
$17.6K - $19.7K
|
2.62K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-158- 2.22% |
$18.6K - $20.7K
|
6.95K
$811K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-159- 1.09% |
$18.7K - $20.8K
|
14.4K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-160- 6.03% |
$18.8K - $21K
|
2.5K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-170- 1.37% |
$20K - $22.3K
|
12.2K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-178- 50.42% |
$20.9K - $23.3K
|
175
$20.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-182- 9.19% |
$21.4K - $23.9K
|
1.8K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-185- 6.42% |
$21.7K - $24.2K
|
2.7K
$315K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-205- 0.68% |
$24.1K - $26.9K
|
29.8K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-208- 8.44% |
$24.4K - $27.3K
|
2.26K
$263K
|