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 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-871- 2.79% |
$98.7K - $112K
|
30.3K
$3.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-926- 0.86% |
$105K - $119K
|
107K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-948- 13.42% |
$107K - $122K
|
6.12K
$761K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-952- 14.69% |
$108K - $123K
|
5.53K
$688K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-967- 23.57% |
$110K - $125K
|
3.14K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-990- 15.11% |
$112K - $127K
|
5.56K
$692K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 6.18% |
$113K - $129K
|
15.2K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.05K- 87.67% |
$119K - $135K
|
148
$18.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.07K- 78.03% |
$121K - $138K
|
301
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.09K- 53.74% |
$123K - $140K
|
935
$116K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-1.11K- 2.87% |
$126K - $143K
|
37.5K
$4.67M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.14K- 22.76% |
$129K - $147K
|
3.88K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.19K- 19.41% |
$135K - $153K
|
4.93K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 80.46% |
$135K - $153K
|
289
$36K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.22K- 10.77% |
$138K - $156K
|
10.1K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.22K- 13.24% |
$138K - $157K
|
7.98K
$993K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.22K- 14.63% |
$138K - $157K
|
7.13K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.31K- 30.78% |
$148K - $168K
|
2.94K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.33K- 14.07% |
$151K - $171K
|
8.13K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 24.08% |
$153K - $173K
|
4.24K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 0.99% |
$154K - $175K
|
136K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 1.16% |
$154K - $175K
|
115K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.36K- 2.14% |
$155K - $176K
|
62.5K
$7.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.4K- 4.44% |
$159K - $180K
|
30.1K
$3.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.53K- 8.77% |
$173K - $197K
|
15.9K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.55K- 33.2% |
$175K - $199K
|
3.11K
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.55K- 69.35% |
$176K - $200K
|
685
$85.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.55K- 15.53% |
$176K - $200K
|
8.45K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.6K- 10.18% |
$182K - $206K
|
14.1K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.6K- 2.05% |
$182K - $206K
|
76.4K
$9.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.67K- 27.35% |
$190K - $216K
|
4.45K
$553K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.69K- 44.46% |
$191K - $217K
|
2.11K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.7K- 36.36% |
$193K - $219K
|
2.98K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-1.73K- 5.11% |
$197K - $223K
|
32.2K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.9K- 1.37% |
$215K - $245K
|
137K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-1.94K- 1.63% |
$220K - $250K
|
117K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.98K- 37.85% |
$224K - $255K
|
3.25K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.11K- 18.86% |
$239K - $271K
|
9.07K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.26K- 0.22% |
$256K - $291K
|
1.02M
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.46K- 10.65% |
$279K - $317K
|
20.7K
$2.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.49K- 12.34% |
$282K - $321K
|
17.7K
$2.2M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.58KClosed |
$292K - $332K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.58K- 86.87% |
$292K - $332K
|
390
$48.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.65K- 3.64% |
$300K - $341K
|
70K
$8.72M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.66K- 21.76% |
$302K - $343K
|
9.57K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.68K- 64.09% |
$304K - $345K
|
1.5K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.76K- 43.71% |
$313K - $355K
|
3.55K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.64K- 11.36% |
$413K - $469K
|
28.4K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.7K- 18.11% |
$419K - $476K
|
16.7K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.84K- 15.43% |
$435K - $494K
|
21K
$2.62M
|