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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-86- 6.83% |
$6.37K - $7.2K
|
1.17K
$137K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-89Closed |
$6.59K - $7.45K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.76% |
$7.41K - $8.37K
|
3.53K
$411K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-100- 2.59% |
$7.41K - $8.37K
|
3.77K
$439K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-103- 44.59% |
$7.63K - $8.62K
|
128
$14.9K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-103- 8.07% |
$7.63K - $8.62K
|
1.17K
$137K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-110- 59.46% |
$8.15K - $9.21K
|
75
$8.75K
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-125- 2.94% |
$9.26K - $10.5K
|
4.12K
$481K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-134Closed |
$9.93K - $11.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-137- 87.82% |
$10.2K - $11.5K
|
19
$2.22K
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.53% |
$11.1K - $12.6K
|
3.16K
$369K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-150- 7.89% |
$11.1K - $12.6K
|
1.75K
$204K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-155- 5.82% |
$11.5K - $13K
|
2.51K
$293K
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-167- 0.68% |
$12.4K - $14K
|
24.5K
$2.86M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-179- 0.63% |
$13.3K - $15K
|
28.4K
$3.32M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-185- 30.83% |
$13.7K - $15.5K
|
415
$48.4K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-185- 5.25% |
$13.7K - $15.5K
|
3.34K
$389K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-195Closed |
$14.4K - $16.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-206Closed |
$15.3K - $17.2K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-209- 2.06% |
$15.5K - $17.5K
|
9.94K
$1.16M
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-249- 1.21% |
$18.5K - $20.8K
|
20.4K
$2.38M
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-250Closed |
$18.5K - $20.9K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-271- 3.68% |
$20.1K - $22.7K
|
7.09K
$827K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-271- 1.76% |
$20.1K - $22.7K
|
15.1K
$1.77M
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-287- 38.06% |
$21.3K - $24K
|
467
$54.5K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-299Closed |
$22.2K - $25K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-300Closed |
$22.2K - $25.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-300- 2.26% |
$22.2K - $25.1K
|
13K
$1.51M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-311- 1.31% |
$23K - $26K
|
23.4K
$2.73M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-320Closed |
$23.7K - $26.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-325- 2.22% |
$24.1K - $27.2K
|
14.3K
$1.67M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-346- 3.21% |
$25.6K - $29K
|
10.4K
$1.22M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-349- 7.7% |
$25.9K - $29.2K
|
4.18K
$488K
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-370- 0.36% |
$27.4K - $31K
|
103K
$12M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-385- 13.07% |
$28.5K - $32.2K
|
2.56K
$299K
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-395- 6.01% |
$29.3K - $33.1K
|
6.18K
$721K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-400Closed |
$29.6K - $33.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-403- 99.75% |
$29.9K - $33.7K
|
1
$117
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-414- 8.3% |
$30.7K - $34.7K
|
4.58K
$534K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-414- 11.94% |
$30.7K - $34.7K
|
3.05K
$356K
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-470- 1.74% |
$34.8K - $39.3K
|
26.6K
$3.1M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-484- 10.28% |
$35.9K - $40.5K
|
4.22K
$493K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-500Closed |
$37.1K - $41.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-540- 19.38% |
$40K - $45.2K
|
2.25K
$262K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-564Closed |
$41.8K - $47.2K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-565- 16.14% |
$41.9K - $47.3K
|
2.94K
$343K
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-631- 0.57% |
$46.8K - $52.8K
|
111K
$12.9M
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-726- 3.73% |
$53.8K - $60.8K
|
18.7K
$2.19M
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-753- 12.59% |
$55.8K - $63K
|
5.23K
$610K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-760- 17.33% |
$56.3K - $63.6K
|
3.63K
$423K
|