Purchases and Sales Made in Q4 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2023. 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, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
441K+ 24.54% |
$50M - $56.8M
|
2.24M
$261M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
347K+ 13.88% |
$39.4M - $44.7M
|
2.85M
$332M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
319KNew |
$36.1M - $41.1M
|
319K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
292K+ 18.72% |
$33.1M - $37.6M
|
1.85M
$216M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 16.51% |
$29.8M - $33.8M
|
1.85M
$216M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
148K+ 44.7% |
$16.8M - $19.1M
|
479K
$55.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
140K+ 19.79% |
$15.9M - $18.1M
|
849K
$99.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
95.4K+ 366.72% |
$10.8M - $12.3M
|
121K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
86.4K+ 3059.33% |
$9.79M - $11.1M
|
89.2K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82.9KNew |
$9.4M - $10.7M
|
82.9K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
81.8KNew |
$9.28M - $10.5M
|
81.8K
$9.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
80.3K+ 68.02% |
$9.1M - $10.3M
|
198K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.5K+ 68.01% |
$8.9M - $10.1M
|
194K
$22.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
60.2KNew |
$6.82M - $7.75M
|
60.2K
$7.02M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
58.1KNew |
$6.58M - $7.48M
|
58.1K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
53.3KNew |
$6.04M - $6.86M
|
53.3K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
36.6KNew |
$4.15M - $4.72M
|
36.6K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1K+ 340.79% |
$3.64M - $4.13M
|
41.5K
$4.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.9K+ 18.73% |
$3.62M - $4.11M
|
202K
$23.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30.9KNew |
$3.5M - $3.97M
|
30.9K
$3.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29.1KNew |
$3.3M - $3.75M
|
29.1K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 17.45% |
$3.2M - $3.63M
|
190K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.3KNew |
$3.1M - $3.52M
|
27.3K
$3.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25.5KNew |
$2.89M - $3.28M
|
25.5K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.9KNew |
$2.59M - $2.94M
|
22.9K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.6K+ 631.02% |
$2.56M - $2.91M
|
26.2K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
22.6KNew |
$2.56M - $2.91M
|
22.6K
$2.63M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3KNew |
$2.53M - $2.87M
|
22.3K
$2.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 62.5% |
$2.27M - $2.58M
|
52K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
19.1KNew |
$2.17M - $2.46M
|
19.1K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
18.2K+ 55.25% |
$2.07M - $2.35M
|
51.2K
$5.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 136.48% |
$1.97M - $2.24M
|
30.2K
$3.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
16.5KNew |
$1.87M - $2.12M
|
16.5K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16.3K+ 56.44% |
$1.85M - $2.1M
|
45.2K
$5.27M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.1K+ 4.13% |
$1.82M - $2.07M
|
405K
$47.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
15.7K+ 92.52% |
$1.78M - $2.02M
|
32.7K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.75M - $1.99M
|
15.4K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
15.1KNew |
$1.71M - $1.94M
|
15.1K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 169.42% |
$1.63M - $1.85M
|
22.8K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2KNew |
$1.61M - $1.83M
|
14.2K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
13.6KNew |
$1.54M - $1.75M
|
13.6K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.9K+ 12.29% |
$1.47M - $1.67M
|
118K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 231.48% |
$1.29M - $1.46M
|
16.3K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
11.4KNew |
$1.29M - $1.46M
|
11.4K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.6KNew |
$1.2M - $1.37M
|
10.6K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.25K+ 105.37% |
$1.05M - $1.19M
|
18K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.6KNew |
$975K - $1.11M
|
8.6K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
8.57KNew |
$972K - $1.1M
|
8.57K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.51K+ 2.15% |
$965K - $1.1M
|
404K
$47.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.34K+ 306.05% |
$832K - $945K
|
9.74K
$1.14M
|