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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-28- 0.43% |
$3.17K - $3.61K
|
6.55K
$840K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 0.16% |
$3.4K - $3.86K
|
19K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-30- 0.54% |
$3.4K - $3.86K
|
5.49K
$705K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34- 97.14% |
$3.85K - $4.38K
|
1
$128
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38- 1.33% |
$4.31K - $4.89K
|
2.83K
$363K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 16.33% |
$4.53K - $5.15K
|
205
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-41- 1.81% |
$4.65K - $5.28K
|
2.22K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-50- 0.64% |
$5.67K - $6.44K
|
7.73K
$992K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.24% |
$5.67K - $6.44K
|
21.2K
$2.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-50- 1.42% |
$5.67K - $6.44K
|
3.48K
$447K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-52- 0.39% |
$5.9K - $6.7K
|
13.1K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-56- 0.79% |
$6.35K - $7.21K
|
7.05K
$905K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-60- 0.99% |
$6.8K - $7.73K
|
6.01K
$772K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-62- 0.5% |
$7.03K - $7.98K
|
12.4K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-67- 57.26% |
$7.6K - $8.63K
|
50
$6.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-70- 0.79% |
$7.94K - $9.01K
|
8.74K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-80- 4.07% |
$9.07K - $10.3K
|
1.89K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-88- 4.52% |
$9.98K - $11.3K
|
1.86K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-88- 4.62% |
$9.98K - $11.3K
|
1.82K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101- 3.24% |
$11.5K - $13K
|
3.02K
$388K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-105- 3.11% |
$11.9K - $13.5K
|
3.27K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-120- 52.86% |
$13.6K - $15.5K
|
107
$13.7K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-129- 61.14% |
$14.6K - $16.6K
|
82
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-137- 2.26% |
$15.5K - $17.6K
|
5.93K
$761K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-142- 1.36% |
$16.1K - $18.3K
|
10.3K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-143- 3.35% |
$16.2K - $18.4K
|
4.13K
$530K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-149- 6.59% |
$16.9K - $19.2K
|
2.11K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-150- 5.33% |
$17K - $19.3K
|
2.66K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-155- 8.38% |
$17.6K - $20K
|
1.69K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-155- 1.27% |
$17.6K - $20K
|
12.1K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-156- 4.7% |
$17.7K - $20.1K
|
3.17K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-158- 0.96% |
$17.9K - $20.3K
|
16.2K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-160- 7.8% |
$18.1K - $20.6K
|
1.89K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-163- 2.09% |
$18.5K - $21K
|
7.64K
$981K
|
|
|
Feb 08, 2024
Q4 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-174- 1.52% |
$19.7K - $22.4K
|
11.2K
$1.44M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-185- 82.22% |
$21K - $23.8K
|
40
$5.14K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-187- 1.08% |
$21.2K - $24.1K
|
17.2K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-189- 2.48% |
$21.4K - $24.3K
|
7.43K
$954K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-206- 1.59% |
$23.4K - $26.5K
|
12.8K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-207- 26.44% |
$23.5K - $26.7K
|
576
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-220- 3.62% |
$24.9K - $28.3K
|
5.85K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-225- 28.09% |
$25.5K - $29K
|
576
$74K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-257- 9.06% |
$29.1K - $33.1K
|
2.58K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-260- 11.02% |
$29.5K - $33.5K
|
2.1K
$270K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-265- 0.61% |
$30K - $34.1K
|
42.9K
$5.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-288- 6.57% |
$32.7K - $37.1K
|
4.1K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-288- 3.77% |
$32.7K - $37.1K
|
7.35K
$943K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-291- 12.99% |
$33K - $37.5K
|
1.95K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-326- 11.29% |
$37K - $42K
|
2.56K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-331- 1.79% |
$37.5K - $42.6K
|
18.2K
$2.34M
|