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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.07K- 40.78% |
$219K - $248K
|
3.01K
$403K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.2K- 37.07% |
$233K - $264K
|
3.74K
$501K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.45K- 49.36% |
$259K - $294K
|
2.51K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.5K- 6.51% |
$264K - $300K
|
35.8K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.54K- 14.91% |
$269K - $305K
|
14.5K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.6K- 3.01% |
$276K - $312K
|
83.8K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.61K- 44.45% |
$276K - $313K
|
3.26K
$438K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.84K- 98.27% |
$301K - $341K
|
50
$6.71K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.94K- 28.44% |
$311K - $353K
|
7.4K
$993K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.96K- 9.6% |
$313K - $355K
|
27.9K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.02K- 2.76% |
$320K - $363K
|
107K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.07K- 2.62% |
$325K - $368K
|
114K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.12K- 5.15% |
$330K - $374K
|
57.3K
$7.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.46K- 85.23% |
$366K - $415K
|
600
$80.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.53K- 52.45% |
$374K - $424K
|
3.2K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.89K- 2.13% |
$412K - $467K
|
179K
$24M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.5K- 37.31% |
$477K - $540K
|
7.56K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.88K- 29.98% |
$517K - $586K
|
11.4K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.95K- 20.19% |
$524K - $593K
|
19.6K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.02K- 3.56% |
$531K - $602K
|
136K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-5.3K- 50.0% |
$561K - $636K
|
5.3K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.65K- 54.02% |
$598K - $678K
|
4.81K
$645K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.76K- 30.22% |
$609K - $691K
|
13.3K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.09K- 7.44% |
$644K - $730K
|
75.7K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.1K- 11.32% |
$646K - $732K
|
47.8K
$6.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.06K- 41.36% |
$747K - $847K
|
10K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.68K- 9.38% |
$813K - $922K
|
74.2K
$9.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.5K- 16.75% |
$900K - $1.02M
|
42.3K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.22K- 66.82% |
$976K - $1.11M
|
4.58K
$614K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-10.7K- 56.66% |
$1.13M - $1.28M
|
8.17K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.4K- 51.89% |
$1.2M - $1.36M
|
10.5K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12K- 17.14% |
$1.27M - $1.44M
|
58.1K
$7.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.1K- 7.43% |
$1.38M - $1.57M
|
163K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.1K- 40.27% |
$1.39M - $1.57M
|
19.4K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-13.1K- 26.68% |
$1.39M - $1.58M
|
36.1K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.2K- 3.16% |
$1.4M - $1.58M
|
405K
$54.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13.5K- 82.67% |
$1.43M - $1.63M
|
2.84K
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.6K- 48.96% |
$1.44M - $1.63M
|
14.2K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 78.53% |
$1.44M - $1.63M
|
3.72K
$500K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.6K- 85.8% |
$1.55M - $1.75M
|
2.42K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.2K- 39.12% |
$1.61M - $1.83M
|
23.7K
$3.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.5K- 23.06% |
$1.85M - $2.1M
|
58.3K
$7.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17.5K- 40.52% |
$1.85M - $2.1M
|
25.7K
$3.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18.1K- 61.25% |
$1.91M - $2.17M
|
11.4K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21.9K- 68.18% |
$2.32M - $2.63M
|
10.2K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.5K- 6.51% |
$2.38M - $2.7M
|
323K
$43.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.8K- 48.64% |
$3.26M - $3.69M
|
32.5K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31K- 6.1% |
$3.28M - $3.72M
|
477K
$64M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32K- 26.34% |
$3.39M - $3.84M
|
89.6K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32K- 26.34% |
$3.39M - $3.84M
|
89.6K
$12M
|