Purchases and Sales Made in Q4 2021 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.2K+ 3.93% |
$237K - $268K
|
84.6K
$9.87M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$225K - $254K
|
3.03K
$354K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.98K+ 22.87% |
$221K - $249K
|
16K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96KNew |
$219K - $248K
|
2.96K
$345K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.94KNew |
$218K - $246K
|
2.94K
$343K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$215K - $243K
|
2.91K
$339K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$215K - $242K
|
2.9K
$338K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.87KNew |
$213K - $240K
|
2.87K
$335K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
2.78K+ 72.22% |
$206K - $233K
|
6.64K
$775K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.78KNew |
$206K - $233K
|
2.78K
$324K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.74K+ 28.59% |
$203K - $230K
|
12.3K
$1.44M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.71K+ 71.83% |
$201K - $227K
|
6.48K
$756K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
2.68KNew |
$199K - $224K
|
2.68K
$313K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.62KNew |
$194K - $220K
|
2.62K
$306K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.62KNew |
$194K - $219K
|
2.62K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.62K+ 15.39% |
$194K - $219K
|
19.6K
$2.29M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
2.61KNew |
$193K - $218K
|
2.61K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2.59K+ 194.02% |
$192K - $217K
|
3.93K
$459K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.59K+ 36.35% |
$192K - $217K
|
9.72K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.54KNew |
$188K - $213K
|
2.54K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.41K+ 26.14% |
$179K - $202K
|
11.6K
$1.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$178K - $201K
|
2.4K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.38K+ 4.32% |
$176K - $199K
|
57.5K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.32KNew |
$172K - $194K
|
2.32K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.3K+ 1.52% |
$170K - $192K
|
153K
$17.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.29K+ 37.58% |
$170K - $192K
|
8.39K
$979K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.25K+ 3.07% |
$166K - $188K
|
75.5K
$8.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.22K+ 16.53% |
$164K - $186K
|
15.6K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.2K+ 214.01% |
$163K - $184K
|
3.23K
$377K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.19K+ 12.22% |
$162K - $183K
|
20.1K
$2.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.1K+ 20.55% |
$155K - $176K
|
12.3K
$1.44M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.96K+ 7.76% |
$145K - $164K
|
27.3K
$3.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84K+ 23.39% |
$136K - $154K
|
9.69K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.8K+ 2.48% |
$133K - $150K
|
74.4K
$8.68M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.77KNew |
$131K - $148K
|
1.77K
$207K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.77K+ 64.18% |
$131K - $148K
|
4.52K
$527K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 2.32% |
$128K - $145K
|
76.2K
$8.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.73KNew |
$128K - $144K
|
1.73K
$201K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.72KNew |
$128K - $144K
|
1.72K
$201K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 49.82% |
$126K - $142K
|
5.12K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.66KNew |
$123K - $139K
|
1.66K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$120K - $136K
|
1.62K
$189K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 46.29% |
$117K - $132K
|
4.97K
$580K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.55K+ 68.02% |
$115K - $130K
|
3.84K
$448K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.5KNew |
$111K - $126K
|
1.5K
$175K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.44K+ 22.34% |
$107K - $121K
|
7.9K
$921K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.39K+ 1.76% |
$103K - $116K
|
80.6K
$9.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.38K+ 3.12% |
$102K - $116K
|
45.5K
$5.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.36K+ 38.02% |
$100K - $113K
|
4.92K
$574K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$99.3K - $112K
|
1.34K
$156K
|