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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 1.06% |
$3.94K - $4.97K
|
3.99K
$535K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 0.49% |
$3.47K - $4.38K
|
7.65K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
37+ 370.0% |
$3.47K - $4.38K
|
47
$6.31K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
33+ 1.14% |
$3.09K - $3.91K
|
2.92K
$391K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26+ 1.05% |
$2.44K - $3.08K
|
2.49K
$334K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23+ 6.48% |
$2.16K - $2.72K
|
378
$50.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
22New |
$2.06K - $2.61K
|
22
$2.95K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22New |
$2.06K - $2.61K
|
22
$2.95K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
20+ 0.11% |
$1.88K - $2.37K
|
17.9K
$2.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.57% |
$1.5K - $1.9K
|
2.81K
$376K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 11.54% |
$1.41K - $1.78K
|
145
$19.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15+ 0.71% |
$1.41K - $1.78K
|
2.12K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.06% |
$938 - $1.18K
|
15.8K
$2.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 3.03% |
$844 - $1.07K
|
306
$41.1K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9+ 0.13% |
$844 - $1.07K
|
6.76K
$908K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.14% |
$375 - $474
|
2.9K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.07% |
$375 - $474
|
5.57K
$747K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.22% |
$375 - $474
|
1.83K
$246K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.19% |
$188 - $237
|
1.03K
$139K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.02% |
$188 - $237
|
198
$26.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$93.8 - $118
|
959
$129K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$93.8 - $118
|
1.2K
$162K
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$93.8 - $118
|
3.4K
$456K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$469 - $592
|
2.6K
$349K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.08% |
$469 - $592
|
6.07K
$815K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8- 29.63% |
$750 - $948
|
19
$2.55K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8- 0.1% |
$750 - $948
|
7.61K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 37.5% |
$844 - $1.07K
|
15
$2.01K
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-12- 0.11% |
$1.13K - $1.42K
|
10.5K
$1.41M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 24.07% |
$1.22K - $1.54K
|
41
$5.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.56% |
$1.41K - $1.78K
|
2.69K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18Closed |
$1.69K - $2.13K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19- 0.1% |
$1.78K - $2.25K
|
18.5K
$2.48M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.49% |
$1.88K - $2.37K
|
4.07K
$546K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-23- 0.4% |
$2.16K - $2.72K
|
5.66K
$760K
|
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-27- 60.0% |
$2.53K - $3.2K
|
18
$2.42K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-31- 1.01% |
$2.91K - $3.67K
|
3.02K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-32- 0.2% |
$3K - $3.79K
|
15.9K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-35- 53.03% |
$3.28K - $4.15K
|
31
$4.16K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-36- 0.47% |
$3.38K - $4.26K
|
7.68K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-36- 0.2% |
$3.38K - $4.26K
|
17.7K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-40- 1.91% |
$3.75K - $4.74K
|
2.05K
$275K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-44- 95.65% |
$4.13K - $5.21K
|
2
$268
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-49- 1.24% |
$4.59K - $5.8K
|
3.92K
$525K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-50Closed |
$4.69K - $5.92K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-50- 0.7% |
$4.69K - $5.92K
|
7.06K
$947K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 47.62% |
$4.69K - $5.92K
|
55
$7.38K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-57- 1.22% |
$5.34K - $6.75K
|
4.63K
$621K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-61- 78.21% |
$5.72K - $7.23K
|
17
$2.28K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-64- 2.25% |
$6K - $7.58K
|
2.78K
$373K
|