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
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-216- 5.58% |
$25.4K - $28.3K
|
3.65K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-216- 2.73% |
$25.4K - $28.3K
|
7.7K
$898K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-224- 49.78% |
$26.3K - $29.4K
|
226
$26.4K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-225- 11.65% |
$26.4K - $29.5K
|
1.71K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-226- 2.96% |
$26.5K - $29.6K
|
7.4K
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-226- 10.81% |
$26.5K - $29.6K
|
1.87K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 11.38% |
$26.7K - $29.8K
|
1.77K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-238- 3.03% |
$28K - $31.2K
|
7.62K
$889K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-248- 0.37% |
$29.1K - $32.5K
|
66.7K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-249- 25.05% |
$29.2K - $32.6K
|
745
$86.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-258- 2.6% |
$30.3K - $33.8K
|
9.66K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-278- 2.25% |
$32.6K - $36.4K
|
12.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-281- 11.06% |
$33K - $36.8K
|
2.26K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-283- 1.26% |
$33.2K - $37.1K
|
22.2K
$2.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-292- 11.75% |
$34.3K - $38.3K
|
2.19K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-303- 8.01% |
$35.6K - $39.7K
|
3.48K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-303- 1.79% |
$35.6K - $39.7K
|
16.6K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 25.63% |
$35.7K - $39.8K
|
882
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-306- 8.83% |
$35.9K - $40.1K
|
3.16K
$368K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-315- 9.82% |
$37K - $41.3K
|
2.89K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-319- 4.98% |
$37.5K - $41.8K
|
6.09K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-323- 31.42% |
$37.9K - $42.3K
|
705
$82.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-330- 13.79% |
$38.8K - $43.2K
|
2.06K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-354- 5.0% |
$41.6K - $46.4K
|
6.73K
$785K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-355- 2.63% |
$41.7K - $46.5K
|
13.2K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-363- 1.1% |
$42.6K - $47.6K
|
32.5K
$3.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-394- 3.87% |
$46.3K - $51.6K
|
9.79K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-400- 16.65% |
$47K - $52.4K
|
2K
$234K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-413- 7.69% |
$48.5K - $54.1K
|
4.96K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-428- 1.43% |
$50.3K - $56.1K
|
29.4K
$3.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-430- 16.07% |
$50.5K - $56.4K
|
2.25K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-436- 12.35% |
$51.2K - $57.1K
|
3.1K
$361K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-440- 2.46% |
$51.7K - $57.7K
|
17.5K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-469- 4.71% |
$55.1K - $61.5K
|
9.49K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-474- 17.3% |
$55.7K - $62.1K
|
2.27K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-485- 11.67% |
$57K - $63.6K
|
3.67K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 18.67% |
$58.7K - $65.5K
|
2.18K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-503- 24.98% |
$59.1K - $65.9K
|
1.51K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-515- 4.33% |
$60.5K - $67.5K
|
11.4K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-515- 21.18% |
$60.5K - $67.5K
|
1.92K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-522- 5.83% |
$61.3K - $68.4K
|
8.43K
$983K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-539- 17.78% |
$63.3K - $70.6K
|
2.49K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-541- 12.66% |
$63.5K - $70.9K
|
3.73K
$435K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-570- 13.03% |
$66.9K - $74.7K
|
3.8K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-573- 7.21% |
$67.3K - $75.1K
|
7.38K
$860K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-587- 7.22% |
$68.9K - $76.9K
|
7.55K
$880K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-593- 7.83% |
$69.6K - $77.7K
|
6.98K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600Closed |
$70.5K - $78.6K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-624- 10.85% |
$73.3K - $81.8K
|
5.13K
$598K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-659- 95.09% |
$77.4K - $86.4K
|
34
$3.97K
|