Purchases and Sales Made in Q3 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.87K+ 516.3% |
$175K - $221K
|
2.23K
$299K
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.77KNew |
$166K - $210K
|
1.77K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.61K+ 31.33% |
$151K - $191K
|
6.75K
$906K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.48K+ 39.76% |
$138K - $175K
|
5.19K
$696K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 12.63% |
$136K - $171K
|
12.9K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.38K+ 18.76% |
$129K - $163K
|
8.74K
$1.17M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.36K+ 19.97% |
$128K - $161K
|
8.19K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.32K+ 28.97% |
$124K - $157K
|
5.89K
$791K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 4.35% |
$123K - $156K
|
31.6K
$4.24M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.31KNew |
$123K - $155K
|
1.31K
$176K
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.31K+ 13.84% |
$122K - $155K
|
10.7K
$1.44M
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 16.52% |
$122K - $154K
|
9.17K
$1.23M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 13.53% |
$120K - $151K
|
10.7K
$1.44M
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.21K+ 4.58% |
$113K - $143K
|
27.6K
$3.7M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.21K+ 35.45% |
$113K - $143K
|
4.62K
$620K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.21K+ 32.57% |
$113K - $143K
|
4.91K
$658K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.2K+ 6.44% |
$112K - $142K
|
19.7K
$2.65M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.19K+ 12.88% |
$112K - $141K
|
10.4K
$1.4M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.14K+ 3338.24% |
$106K - $134K
|
1.17K
$157K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.1KNew |
$103K - $130K
|
1.1K
$147K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.07K+ 43.67% |
$100K - $126K
|
3.51K
$471K
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.07K+ 11.23% |
$99.9K - $126K
|
10.6K
$1.42M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.04K+ 66.6% |
$97.6K - $123K
|
2.6K
$349K
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
1.01K+ 35.4% |
$94.8K - $120K
|
3.87K
$519K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
988New |
$92.6K - $117K
|
988
$133K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
955+ 42.98% |
$89.6K - $113K
|
3.18K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
938+ 2.18% |
$88K - $111K
|
43.9K
$5.89M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
915+ 4.7% |
$85.8K - $108K
|
20.4K
$2.73M
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
904+ 2.26% |
$84.8K - $107K
|
40.9K
$5.49M
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
898+ 8.06% |
$84.2K - $106K
|
12K
$1.62M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
850New |
$79.7K - $101K
|
850
$114K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
836+ 1.56% |
$78.4K - $99K
|
54.6K
$7.32M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
741+ 6.45% |
$69.5K - $87.8K
|
12.2K
$1.64M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
723+ 9.6% |
$67.8K - $85.6K
|
8.25K
$1.11M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
658+ 22.39% |
$61.7K - $77.9K
|
3.6K
$483K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
652+ 3.51% |
$61.1K - $77.2K
|
19.2K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
631+ 0.04% |
$59.2K - $74.7K
|
1.78M
$239M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573+ 9.55% |
$53.7K - $67.9K
|
6.58K
$882K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
563+ 8.35% |
$52.8K - $66.7K
|
7.3K
$980K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
558+ 9.19% |
$52.3K - $66.1K
|
6.63K
$890K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
557+ 9.17% |
$52.2K - $66K
|
6.63K
$889K
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
534+ 1.7% |
$50.1K - $63.3K
|
32K
$4.29M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
512+ 12.93% |
$48K - $60.6K
|
4.47K
$600K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
491+ 5.3% |
$46K - $58.2K
|
9.76K
$1.31M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
470+ 8.52% |
$44.1K - $55.7K
|
5.99K
$803K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
434+ 11.71% |
$40.7K - $51.4K
|
4.14K
$556K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
400+ 9.95% |
$37.5K - $47.4K
|
4.42K
$593K
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
395+ 4.01% |
$37K - $46.8K
|
10.3K
$1.38M
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
354+ 85.51% |
$33.2K - $41.9K
|
768
$103K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
335New |
$31.4K - $39.7K
|
335
$45K
|