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 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.3K+ 1.88% |
$96.3K - $109K
|
70.6K
$8.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.23KNew |
$91.4K - $103K
|
1.23K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$88.9K - $100K
|
1.2K
$140K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.11K+ 204.99% |
$82.2K - $92.8K
|
1.65K
$193K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.08K+ 1.94% |
$80K - $90.4K
|
56.6K
$6.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 69.1% |
$75.1K - $84.8K
|
2.48K
$289K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.01K+ 20.25% |
$74.5K - $84.2K
|
5.98K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1K+ 11.53% |
$74.1K - $83.7K
|
9.68K
$1.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$74.1K - $83.7K
|
1K
$117K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
956+ 5.48% |
$70.8K - $80K
|
18.4K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
920New |
$68.2K - $77K
|
920
$107K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
873New |
$64.7K - $73.1K
|
873
$102K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
870+ 1.01% |
$64.5K - $72.8K
|
87K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
851+ 18.62% |
$63.1K - $71.2K
|
5.42K
$632K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
842New |
$62.4K - $70.5K
|
842
$98.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
808+ 26.6% |
$59.9K - $67.6K
|
3.85K
$449K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
802New |
$59.4K - $67.1K
|
802
$93.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
800+ 27.3% |
$59.3K - $67K
|
3.73K
$435K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
760New |
$56.3K - $63.6K
|
760
$88.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
738+ 13.34% |
$54.7K - $61.8K
|
6.27K
$732K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
728New |
$53.9K - $60.9K
|
728
$84.9K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
708+ 5.16% |
$52.5K - $59.3K
|
14.4K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
696+ 5.56% |
$51.6K - $58.3K
|
13.2K
$1.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
690New |
$51.1K - $57.8K
|
690
$80.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
645New |
$47.8K - $54K
|
645
$75.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
600New |
$44.5K - $50.2K
|
600
$70K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
573+ 6.88% |
$42.5K - $48K
|
8.9K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
569+ 1.36% |
$42.2K - $47.6K
|
42.5K
$4.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
568+ 1.78% |
$42.1K - $47.6K
|
32.5K
$3.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
527+ 0.65% |
$39.1K - $44.1K
|
82K
$9.57M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
473+ 2.31% |
$35K - $39.6K
|
20.9K
$2.44M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
466+ 46600.0% |
$34.5K - $39K
|
467
$54.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
439+ 11.29% |
$32.5K - $36.8K
|
4.33K
$505K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
425New |
$31.5K - $35.6K
|
425
$49.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
422+ 2.34% |
$31.3K - $35.3K
|
18.5K
$2.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
413+ 0.73% |
$30.6K - $34.6K
|
57.2K
$6.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
379+ 8.99% |
$28.1K - $31.7K
|
4.6K
$536K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
362New |
$26.8K - $30.3K
|
362
$42.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
359+ 10.37% |
$26.6K - $30.1K
|
3.82K
$446K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
357+ 2.04% |
$26.5K - $29.9K
|
17.9K
$2.09M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
324+ 5.15% |
$24K - $27.1K
|
6.62K
$772K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
320+ 10.14% |
$23.7K - $26.8K
|
3.48K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
292+ 1.07% |
$21.6K - $24.4K
|
27.6K
$3.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
291+ 5.72% |
$21.6K - $24.4K
|
5.38K
$627K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
278New |
$20.6K - $23.3K
|
278
$32.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
264New |
$19.6K - $22.1K
|
264
$30.8K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
250New |
$18.5K - $20.9K
|
250
$29.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
245+ 2.78% |
$18.2K - $20.5K
|
9.05K
$1.06M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
236+ 1.99% |
$17.5K - $19.8K
|
12.1K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
233+ 3.95% |
$17.3K - $19.5K
|
6.13K
$715K
|