Purchases and Sales Made in Q1 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.02KNew |
$108K - $131K
|
1.02K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1K+ 13.46% |
$106K - $129K
|
8.44K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
987+ 20.54% |
$105K - $127K
|
5.79K
$777K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
961+ 5.76% |
$102K - $124K
|
17.6K
$2.37M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
952+ 7.79% |
$101K - $123K
|
13.2K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
947+ 2.9% |
$101K - $122K
|
33.6K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
938+ 9.93% |
$99.6K - $121K
|
10.4K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
927+ 9.75% |
$98.5K - $119K
|
10.4K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
871+ 0.74% |
$92.5K - $112K
|
118K
$15.9M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
843New |
$89.5K - $108K
|
843
$113K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
839+ 5.86% |
$89.1K - $108K
|
15.2K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
831New |
$88.3K - $107K
|
831
$112K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
813+ 3.06% |
$86.4K - $105K
|
27.4K
$3.68M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
813+ 3.06% |
$86.4K - $105K
|
27.4K
$3.68M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
783+ 4.3% |
$83.2K - $101K
|
19K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
740+ 1.68% |
$78.6K - $95.2K
|
44.8K
$6.01M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
680+ 2.88% |
$72.2K - $87.5K
|
24.3K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
666+ 22.27% |
$70.7K - $85.7K
|
3.66K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
633+ 3.74% |
$67.2K - $81.5K
|
17.6K
$2.36M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
593+ 5.5% |
$63K - $76.3K
|
11.4K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
578+ 23.55% |
$61.4K - $74.4K
|
3.03K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
578+ 21.02% |
$61.4K - $74.4K
|
3.33K
$447K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
563+ 5.21% |
$59.8K - $72.5K
|
11.4K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
559+ 12.1% |
$59.4K - $71.9K
|
5.18K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
533+ 7.07% |
$56.6K - $68.6K
|
8.07K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
500+ 0.27% |
$53.1K - $64.3K
|
183K
$24.5M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
497+ 1.65% |
$52.8K - $64K
|
30.6K
$4.11M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
491+ 62.55% |
$52.2K - $63.2K
|
1.28K
$171K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
479+ 3.77% |
$50.9K - $61.6K
|
13.2K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
463+ 1.39% |
$49.2K - $59.6K
|
33.8K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
462+ 11.72% |
$49.1K - $59.5K
|
4.41K
$591K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
445+ 1.87% |
$47.3K - $57.3K
|
24.2K
$3.25M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
406+ 7.57% |
$43.1K - $52.3K
|
5.77K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
401+ 9.57% |
$42.6K - $51.6K
|
4.59K
$616K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400New |
$42.5K - $51.5K
|
400
$53.7K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
391+ 1.53% |
$41.5K - $50.3K
|
26K
$3.48M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
377+ 3.23% |
$40K - $48.5K
|
12.1K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
375+ 1.88% |
$39.8K - $48.3K
|
20.4K
$2.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
361New |
$38.3K - $46.5K
|
361
$48.4K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
338+ 0.56% |
$35.9K - $43.5K
|
60.5K
$8.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
311New |
$33K - $40K
|
311
$41.7K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
306+ 1.94% |
$32.5K - $39.4K
|
16.1K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
296+ 2.39% |
$31.4K - $38.1K
|
12.7K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
288+ 261.82% |
$30.6K - $37.1K
|
398
$53.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
272+ 7.9% |
$28.9K - $35K
|
3.72K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
268+ 4.59% |
$28.5K - $34.5K
|
6.11K
$820K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
244+ 12.53% |
$25.9K - $31.4K
|
2.19K
$294K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
242+ 4.05% |
$25.7K - $31.1K
|
6.22K
$835K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
239+ 10.37% |
$25.4K - $30.8K
|
2.54K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
237+ 0.31% |
$25.2K - $30.5K
|
77.6K
$10.4M
|