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Vanguard Energy ETF (VDE) Institutional Ownership

$127.74
-1.22 (-0.95%)
(As of 05/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Energy ETF (NYSEARCA:VDE)

Number of
Institutional Buyers
(last 12 months)
333
Total
Institutional Inflows
(last 12 months)
$933.66M
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$479.98M
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VDE Institutional Buying and Selling by Quarter

Vanguard Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 Atria Investments Inc33,657$4.43M0.1%+93.8%0.050%
5/17/2024 Comerica Bank22,827$3.01M0.0%+3.2%0.034%
5/16/2024 Global Financial Private Client LLC305$40K0.0%-90.6%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.14,413$1.84M0.0%-3.2%0.022%
5/15/2024 BOKF NA22,200$2.94M0.1%-0.5%0.033%
5/15/2024 Steel Grove Capital Advisors LLC3,840$506K0.0%+35.2%0.006%
5/14/2024 EP Wealth Advisors LLC6,254$824K0.0%-6.0%0.009%
5/14/2024 CreativeOne Wealth LLC3,259$429K0.0%+15.2%0.005%
5/14/2024 InterOcean Capital Group LLC1,626$214K0.0%N/A0.002%
5/13/2024 O Shaughnessy Asset Management LLC4,964$654K0.0%+172.9%0.007%
5/11/2024 Covestor Ltd2,007$264K0.2%+18.5%0.003%
5/11/2024 Capital Wealth Alliance LLC17,162$2.26M1.3%+181.9%0.026%
5/11/2024 Jacobi Capital Management LLC1,980$261K0.0%-10.9%0.003%
5/11/2024 Patten & Patten Inc. TN5,948$783K0.1%+3.5%0.009%
5/10/2024 Osaic Holdings Inc.193,232$25.46M0.1%-24.8%0.290%
5/10/2024 TIAA Trust National Association2,600$342K0.0%N/A0.004%
5/9/2024 Brighton Jones LLC18,264$2.41M0.1%+0.7%0.027%
5/9/2024 Orion Portfolio Solutions LLC29,041$3.83M0.0%-17.1%0.044%
5/9/2024 Blair William & Co. IL27,395$3.61M0.0%+5.3%0.041%
5/9/2024 Delta Investment Management LLC11,906$1.57M0.4%+4.7%0.018%
5/9/2024 Texas Yale Capital Corp.1,626$214K0.0%N/A0.002%
5/9/2024 Koshinski Asset Management Inc.11,471$1.51M0.2%-36.3%0.017%
5/8/2024 Private Wealth Advisors LLC14,370$1.89M0.8%-1.7%0.022%
5/8/2024 Sheets Smith Wealth Management7,194$947K0.1%+9.9%0.011%
5/8/2024 Bleakley Financial Group LLC35,389$4.66M0.1%+22.8%0.053%
5/8/2024 Avantax Advisory Services Inc.63,034$8.30M0.1%+12.9%0.094%
5/8/2024 US Bancorp DE2,637$347K0.0%-30.6%0.004%
5/7/2024 WNY Asset Management LLC1,577$208K0.0%N/A0.002%
5/7/2024 Concurrent Investment Advisors LLC18,541$2.44M0.1%-16.9%0.028%
5/7/2024 Keudell Morrison Wealth Management32,583$4.29M1.3%+1.1%0.049%
5/7/2024 Montag A & Associates Inc.43,998$5.80M0.3%-32.5%0.066%
5/7/2024 TCI Wealth Advisors Inc.14,707$1.94M0.2%-3.1%0.022%
5/7/2024 BOS Asset Management LLC3,678$484K0.3%+2.3%0.006%
5/7/2024 KCM Investment Advisors LLC67,283$8.86M0.3%-0.5%0.101%
5/7/2024 Oppenheimer & Co. Inc.9,611$1.27M0.0%-52.4%0.014%
5/7/2024 PFG Advisors8,953$1.18M0.1%+4.6%0.013%
5/7/2024 Wealthspire Advisors LLC3,925$517K0.0%-26.2%0.006%
5/7/2024 Insight Advisors LLC PA4,559$600K0.1%-36.0%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.57,111$7.52M0.0%+135.5%0.086%
5/6/2024 VitalStone Financial LLC812$107K0.1%-13.2%0.001%
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5/6/2024 Mittelman Wealth Management16,658$2.19M1.5%N/A0.025%
5/4/2024 McClarren Financial Advisors Inc.1,054$1.39M0.4%-33.8%0.002%
5/4/2024 Geneos Wealth Management Inc.26,403$3.48M0.2%+1.2%0.040%
5/4/2024 Csenge Advisory Group3,402$448K0.0%-4.2%0.005%
5/4/2024 Capital Management Associates NY11,743$1.55M1.8%-3.3%0.018%
5/3/2024 MontVue Capital Management Inc.4,477$590K0.5%+17.4%0.007%
5/3/2024 Avidian Wealth Solutions LLC1,548$204K0.0%N/A0.002%
5/3/2024 Callan Capital LLC29,913$3.94M0.3%-1.4%0.045%
5/3/2024 Chevy Chase Trust Holdings LLC6,189$815K0.0%-3.3%0.009%
5/3/2024 Wellington Shields Capital Management LLC36,747$4.84M0.9%+24.2%0.055%
5/2/2024 Salomon & Ludwin LLC15,296$2.01M0.2%-7.4%0.023%
5/2/2024 Blume Capital Management Inc.3,260$429K0.1%+3.2%0.005%
5/2/2024 Curran Financial Partners LLC13,748$1.81M0.6%N/A0.021%
5/2/2024 Choreo LLC2,740$361K0.0%+4.9%0.004%
5/2/2024 Family Firm Inc.27,287$3.59M0.9%+1.0%0.041%
5/2/2024 Hollencrest Capital Management31,185$4.11M0.2%+0.4%0.047%
5/2/2024 Allen Wealth Management LLC85,413$11.25M9.9%+4.4%0.128%
5/1/2024 Resonant Capital Advisors LLC4,837$637K0.1%+3.0%0.007%
5/1/2024 Janney Montgomery Scott LLC12,893$1.70M0.0%-22.9%0.019%
5/1/2024 BNP Paribas Financial Markets4,108$541K0.0%-19.5%0.006%
5/1/2024 Concourse Financial Group Securities Inc.12,636$1.66M0.1%-22.7%0.019%
5/1/2024 Retirement Group LLC8,584$1.13M0.4%-1.8%0.013%
5/1/2024 Mission Wealth Management LP9,105$1.20M0.0%+19.2%0.014%
5/1/2024 Bray Capital Advisors6,421$846K0.2%+4.1%0.010%
5/1/2024 Sequoia Financial Advisors LLC5,268$694K0.0%+34.4%0.008%
4/30/2024 Private Advisor Group LLC24,811$3.27M0.0%+6.0%0.037%
4/30/2024 J.W. Cole Advisors Inc.4,276$563K0.0%N/A0.006%
4/30/2024 Cutter & CO Brokerage Inc.15,031$1.98M0.5%+6.4%0.023%
4/30/2024 Hartline Investment Corp2,118$279K0.0%N/A0.003%
4/30/2024 Norden Group LLC3,819$503K0.0%N/A0.006%
4/30/2024 HB Wealth Management LLC7,177$945K0.0%-21.5%0.011%
4/30/2024 SWAN Capital LLC15,902$2.09M1.2%+31.4%0.024%
4/30/2024 Woodward Diversified Capital LLC8,417$1.11M0.7%-11.1%0.013%
4/30/2024 Delta Financial Group Inc.21,863$2.88M0.8%+3.6%0.033%
4/30/2024 Arkadios Wealth Advisors2,359$311K0.0%-8.5%0.004%
4/29/2024Commonwealth Equity Services LLC133,376$17.57M0.0%-1.7%0.200%
4/29/2024 Durante & Waters LLC1,522$200K0.2%N/A0.002%
4/29/2024 Forthright Family Wealth Advisory LLC4,948$652K0.4%-13.5%0.007%
4/29/2024 RWA Wealth Partners LLC2,049$270K0.0%-8.6%0.003%
4/26/2024 McKinley Carter Wealth Services Inc.45,146$5.95M0.4%+9.2%0.068%
4/26/2024 Checchi Capital Advisers LLC7,695$1.01M0.1%-7.8%0.012%
4/26/2024 Bogart Wealth LLC1,844$243K0.0%+6.7%0.003%
4/25/2024 Fee Only Financial Planning L.C.7,900$1.04M0.7%-2.5%0.012%
4/25/2024 Valeo Financial Advisors LLC9,315$1.25M0.0%-27.4%0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.102,157$13.45M0.1%+11.1%0.153%
4/24/2024 Krilogy Financial LLC14,443$1.90M0.1%N/A0.022%
4/24/2024 Trinity Legacy Partners LLC11,545$1.52M0.4%+68.2%0.017%
4/24/2024 Paragon Financial Partners Inc.15,187$2M1.6%+2.2%0.023%
4/24/2024 Simplicity Wealth LLC37,389$4.92M0.1%N/A0.056%
4/24/2024 Ackerman Capital Advisors LLC14,658$1.93M0.5%-52.5%0.022%
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4/24/2024 Spire Wealth Management1,602$211K0.0%+6.7%0.002%
4/24/2024 Financial Freedom LLC21,230$2.80M1.7%+0.9%0.032%
4/24/2024 Essex Financial Services Inc.14,498$1.91M0.2%-4.7%0.022%
4/24/2024 Gunma Bank Ltd.81,000$10.67M5.6%+55.8%0.121%
4/23/2024 Godsey & Gibb Inc.213$28K0.0%N/A0.000%
4/23/2024 Bfsg LLC101,280$13.34M1.8%+2.3%0.152%
4/23/2024 Cherry Creek Investment Advisors Inc.25,221$3.32M1.8%+2.0%0.038%
4/23/2024 Nations Financial Group Inc. IA ADV6,433$847K0.1%+10.6%0.010%
4/23/2024 Fifth Third Bancorp60,943$8.03M0.0%-0.7%0.091%
4/23/2024 Principle Wealth Partners LLC7,223$951K0.1%-20.7%0.011%
(Data available from 1/1/2016 forward)

VDE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VDE shares?

During the previous two years, 636 institutional investors and hedge funds held shares of Vanguard Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($406.14M), UBS Group AG ($262.34M), Beacon Capital Management Inc. ($175.57M), Envestnet Asset Management Inc. ($134.32M), Wealthfront Advisers LLC ($129.64M), Wells Fargo & Company MN ($101.45M), and The Manufacturers Life Insurance Company ($99.59M).Learn more on VDE's institutional investors.

Which institutional investors have been buying Vanguard Energy ETF stock?

Of the 543 institutional investors that purchased Vanguard Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management Inc. ($2.99M), UBS Group AG ($957.23K), Envestnet Asset Management Inc. ($920.34K), International Assets Investment Management LLC ($321.49K), Exchange Traded Concepts LLC ($244.15K), Northwestern Mutual Wealth Management Co. ($227.09K), and Prostatis Group LLC ($196.05K).

How much institutional buying is happening at Vanguard Energy ETF?

Institutional investors have bought a total of 12,416,236 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which Vanguard Energy ETF major shareholders have been selling company stock?

Of the 380 institutional investors that sold Vanguard Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($4.09M), Envestnet Asset Management Inc. ($1.26M), Bessemer Group Inc. ($953.82K), The Manufacturers Life Insurance Company ($578.43K), Advisor Group Holdings Inc. ($366.20K), Wealthfront Advisers LLC ($262.92K), and Cambridge Investment Research Advisors Inc. ($259.60K).

How much institutional selling is happening at Vanguard Energy ETF?

Institutional investors have sold a total of 12,838,504 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.


This page (NYSEARCA:VDE) was last updated on 5/23/2024 by MarketBeat.com Staff

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