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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.64K- 11.36% |
$413K - $469K
|
28.4K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.7K- 18.11% |
$419K - $476K
|
16.7K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.84K- 15.43% |
$435K - $494K
|
21K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.95K- 2.15% |
$448K - $509K
|
180K
$23.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.03K- 99.43% |
$456K - $518K
|
23
$2.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.19K- 31.49% |
$475K - $539K
|
9.11K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.22K- 59.16% |
$479K - $544K
|
2.92K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.43K- 14.67% |
$502K - $571K
|
25.8K
$3.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.59K- 53.39% |
$520K - $590K
|
4K
$514K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.68K- 6.7% |
$530K - $602K
|
65.2K
$8.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.01K- 5.81% |
$681K - $773K
|
97.3K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.16K- 8.35% |
$698K - $793K
|
67.6K
$8.68M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.2KClosed |
$703K - $798K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.24K- 1.2% |
$707K - $804K
|
513K
$65.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.2K- 22.3% |
$816K - $927K
|
25.1K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.23K- 66.49% |
$820K - $931K
|
3.64K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.7K- 55.0% |
$873K - $992K
|
6.3K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.89K- 25.41% |
$1.01M - $1.14M
|
26.1K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.14K- 7.53% |
$1.04M - $1.18M
|
112K
$14.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.16K- 78.93% |
$1.04M - $1.18M
|
2.44K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.55K- 58.21% |
$1.08M - $1.23M
|
6.86K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.6K- 62.34% |
$1.09M - $1.24M
|
5.8K
$745K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 19.16% |
$1.15M - $1.3M
|
42.6K
$5.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 23.5% |
$1.22M - $1.39M
|
35K
$4.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-11.4K- 80.02% |
$1.29M - $1.46M
|
2.84K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.1K- 17.8% |
$1.37M - $1.56M
|
55.8K
$7.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 34.48% |
$1.4M - $1.59M
|
23.4K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.9K- 12.42% |
$1.46M - $1.66M
|
90.7K
$11.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13K- 28.7% |
$1.47M - $1.67M
|
32.2K
$4.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.3K- 9.3% |
$1.51M - $1.71M
|
130K
$16.7M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.5K- 60.05% |
$1.64M - $1.87M
|
9.65K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.1K- 32.89% |
$1.71M - $1.95M
|
30.8K
$3.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.1K- 34.39% |
$1.71M - $1.95M
|
28.8K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.8K- 26.97% |
$1.8M - $2.04M
|
42.9K
$5.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-15.9K- 58.17% |
$1.8M - $2.05M
|
11.4K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.8K- 83.1% |
$1.9M - $2.16M
|
3.42K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19.6K- 90.62% |
$2.22M - $2.52M
|
2.03K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-21K- 78.9% |
$2.38M - $2.7M
|
5.62K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25K- 21.36% |
$2.83M - $3.22M
|
91.9K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-27.1K- 63.45% |
$3.08M - $3.49M
|
15.6K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.1K- 14.91% |
$3.64M - $4.14M
|
183K
$23.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.8K- 65.08% |
$4.51M - $5.12M
|
21.3K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.4K- 64.67% |
$5.03M - $5.72M
|
24.3K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-49.5K- 51.36% |
$5.61M - $6.37M
|
46.9K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-53.1K- 75.35% |
$6.02M - $6.83M
|
17.4K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-72.4K- 97.47% |
$8.21M - $9.32M
|
1.88K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-80.5K- 41.45% |
$9.12M - $10.4M
|
114K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-89.6K- 77.08% |
$10.2M - $11.5M
|
26.6K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98K- 78.09% |
$11.1M - $12.6M
|
27.5K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-108K- 11.1% |
$12.2M - $13.9M
|
865K
$111M
|