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 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.22K+ 1.22% |
$252K - $286K
|
185K
$23M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.22KNew |
$252K - $286K
|
2.22K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.13K+ 7.46% |
$242K - $274K
|
30.7K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.07K+ 10.24% |
$235K - $267K
|
22.3K
$2.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.03KNew |
$230K - $261K
|
2.03K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.01KNew |
$228K - $259K
|
2.01K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 74.67% |
$228K - $258K
|
4.7K
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.99K+ 5.6% |
$225K - $256K
|
37.5K
$4.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.97K+ 8.82% |
$224K - $254K
|
24.3K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.94KNew |
$220K - $250K
|
1.94K
$242K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.93KNew |
$219K - $249K
|
1.93K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.9K+ 55.5% |
$216K - $245K
|
5.33K
$663K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.89K+ 4.53% |
$214K - $243K
|
43.5K
$5.42M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.86KNew |
$211K - $240K
|
1.86K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.85K+ 106.31% |
$210K - $239K
|
3.59K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.79KNew |
$203K - $231K
|
1.79K
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.79KNew |
$203K - $230K
|
1.79K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.78KNew |
$201K - $229K
|
1.78K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.74K+ 7.56% |
$197K - $224K
|
24.7K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.72K+ 21.51% |
$195K - $221K
|
9.71K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.72KNew |
$195K - $221K
|
1.72K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.66K+ 77.73% |
$188K - $214K
|
3.8K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.6K+ 21.66% |
$182K - $207K
|
9.01K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
1.56K+ 33.69% |
$176K - $200K
|
6.17K
$768K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 0.52% |
$167K - $190K
|
285K
$35.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.44K+ 20.09% |
$163K - $185K
|
8.6K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.34K+ 496.28% |
$151K - $172K
|
1.6K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 30.23% |
$140K - $159K
|
5.32K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.23K+ 45.21% |
$139K - $158K
|
3.94K
$490K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 6.43% |
$133K - $151K
|
19.4K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.17KNew |
$133K - $151K
|
1.17K
$146K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15KNew |
$130K - $148K
|
1.15K
$143K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.09K+ 3.14% |
$124K - $141K
|
35.9K
$4.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.08K+ 24.1% |
$122K - $139K
|
5.56K
$692K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 3.82% |
$122K - $138K
|
29.1K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.05K+ 2700.0% |
$119K - $136K
|
1.09K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.05K+ 9.67% |
$119K - $136K
|
11.9K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
931+ 5.42% |
$106K - $120K
|
18.1K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
921+ 4.31% |
$104K - $119K
|
22.3K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
905+ 16.37% |
$103K - $117K
|
6.43K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
891+ 264.39% |
$101K - $115K
|
1.23K
$153K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
886+ 5.73% |
$100K - $114K
|
16.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
874+ 4.37% |
$99.1K - $113K
|
20.9K
$2.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
826+ 34.43% |
$93.6K - $106K
|
3.23K
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
776+ 1.91% |
$88K - $99.9K
|
41.4K
$5.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
746+ 12.43% |
$84.6K - $96.1K
|
6.75K
$840K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
700+ 48.28% |
$79.4K - $90.1K
|
2.15K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
691+ 1.32% |
$78.3K - $89K
|
53K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
687+ 16.84% |
$77.9K - $88.5K
|
4.77K
$593K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
680+ 18.35% |
$77.1K - $87.6K
|
4.39K
$546K
|