Purchases and Sales Made in Q2 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 2.75% |
$7.62K - $8.64K
|
2.55K
$342K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-76- 1.85% |
$8.05K - $9.12K
|
4.04K
$542K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-81- 0.96% |
$8.58K - $9.72K
|
8.36K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-82- 1.02% |
$8.68K - $9.84K
|
7.93K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-84- 2.02% |
$8.89K - $10.1K
|
4.08K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-85- 3.63% |
$9K - $10.2K
|
2.26K
$303K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-97- 0.47% |
$10.3K - $11.6K
|
20.6K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-100- 3.43% |
$10.6K - $12K
|
2.82K
$378K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-104- 4.08% |
$11K - $12.5K
|
2.44K
$328K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-109- 1.06% |
$11.5K - $13.1K
|
10.2K
$1.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-110- 0.54% |
$11.6K - $13.2K
|
20.3K
$2.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-115- 1.84% |
$12.2K - $13.8K
|
6.15K
$825K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-115- 1.88% |
$12.2K - $13.8K
|
6K
$805K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-118- 48.56% |
$12.5K - $14.2K
|
125
$16.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-119- 2.86% |
$12.6K - $14.3K
|
4.04K
$542K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-125- 0.48% |
$13.2K - $15K
|
25.8K
$3.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-135- 3.06% |
$14.3K - $16.2K
|
4.27K
$573K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-135- 0.67% |
$14.3K - $16.2K
|
20.1K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-142- 4.77% |
$15K - $17K
|
2.84K
$381K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-149- 49.34% |
$15.8K - $17.9K
|
153
$20.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-155- 3.38% |
$16.4K - $18.6K
|
4.43K
$594K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-162- 6.43% |
$17.2K - $19.4K
|
2.36K
$316K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-163- 2.05% |
$17.3K - $19.6K
|
7.78K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-173- 16.41% |
$18.3K - $20.8K
|
881
$118K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-175- 4.84% |
$18.5K - $21K
|
3.44K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-177- 4.38% |
$18.7K - $21.2K
|
3.87K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-184- 5.25% |
$19.5K - $22.1K
|
3.32K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-188- 3.05% |
$19.9K - $22.6K
|
5.97K
$801K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-200- 4.88% |
$21.2K - $24K
|
3.9K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 50.0% |
$21.2K - $24K
|
200
$26.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-201- 2.18% |
$21.3K - $24.1K
|
9.02K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-211- 4.59% |
$22.3K - $25.3K
|
4.38K
$588K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-222- 0.79% |
$23.5K - $26.6K
|
27.8K
$3.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-224- 6.73% |
$23.7K - $26.9K
|
3.1K
$416K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-245- 9.75% |
$25.9K - $29.4K
|
2.27K
$304K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-255- 3.52% |
$27K - $30.6K
|
6.99K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-257- 6.34% |
$27.2K - $30.8K
|
3.8K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-263- 3.47% |
$27.8K - $31.6K
|
7.31K
$981K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-266- 1.65% |
$28.2K - $31.9K
|
15.8K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-284- 9.56% |
$30.1K - $34.1K
|
2.69K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-290- 74.94% |
$30.7K - $34.8K
|
97
$13K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-295- 2.14% |
$31.2K - $35.4K
|
13.5K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.65% |
$31.8K - $36K
|
11K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-305- 2.08% |
$32.3K - $36.6K
|
14.3K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-308- 2.55% |
$32.6K - $37K
|
11.8K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-314- 3.34% |
$33.2K - $37.7K
|
9.08K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 2.51% |
$34.4K - $39K
|
12.6K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-330- 5.64% |
$34.9K - $39.6K
|
5.53K
$741K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-332- 5.34% |
$35.1K - $39.8K
|
5.88K
$789K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-341- 7.05% |
$36.1K - $40.9K
|
4.5K
$603K
|