Purchases and Sales Made in Q3 2023 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
866+ 15.42% |
$95.3K - $113K
|
6.48K
$866K
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
860+ 1.91% |
$94.7K - $112K
|
45.8K
$6.12M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
760+ 17.77% |
$83.7K - $99.2K
|
5.04K
$673K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
752+ 3.65% |
$82.8K - $98.2K
|
21.3K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
722+ 7.44% |
$79.5K - $94.2K
|
10.4K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
711+ 2.25% |
$78.3K - $92.8K
|
32.3K
$4.31M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
706+ 13.33% |
$77.7K - $92.1K
|
6K
$802K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
700New |
$77.1K - $91.4K
|
700
$93.6K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
675+ 21.75% |
$74.3K - $88.1K
|
3.78K
$505K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
654+ 9.36% |
$72K - $85.4K
|
7.64K
$1.02M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
633+ 1.58% |
$69.7K - $82.6K
|
40.6K
$5.42M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
624+ 8.25% |
$68.7K - $81.4K
|
8.19K
$1.09M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
565+ 67.18% |
$62.2K - $73.7K
|
1.41K
$188K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
556+ 5.38% |
$61.2K - $72.6K
|
10.9K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
555+ 9.25% |
$61.1K - $72.4K
|
6.55K
$876K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
541+ 983.64% |
$59.6K - $70.6K
|
596
$79.7K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
531+ 1.89% |
$58.5K - $69.3K
|
28.6K
$3.82M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
506+ 18.33% |
$55.7K - $66K
|
3.27K
$437K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
488+ 3.64% |
$53.7K - $63.7K
|
13.9K
$1.86M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
487New |
$53.6K - $63.6K
|
487
$65.1K
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
485+ 2.9% |
$53.4K - $63.3K
|
17.2K
$2.3M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
452+ 3.11% |
$49.8K - $59K
|
15K
$2M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
448+ 4.02% |
$49.3K - $58.5K
|
11.6K
$1.55M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
432+ 43.68% |
$47.6K - $56.4K
|
1.42K
$190K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
431+ 30.39% |
$47.4K - $56.3K
|
1.85K
$247K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
416+ 37.31% |
$45.8K - $54.3K
|
1.53K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
403+ 1.17% |
$44.4K - $52.6K
|
34.8K
$4.65M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
382+ 10.18% |
$42.1K - $49.9K
|
4.14K
$553K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
364+ 1.03% |
$40.1K - $47.5K
|
35.7K
$4.77M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
363+ 5.85% |
$40K - $47.4K
|
6.57K
$879K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
359+ 2.01% |
$39.5K - $46.9K
|
18.2K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
356+ 18.69% |
$39.2K - $46.5K
|
2.26K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
337+ 4.07% |
$37.1K - $44K
|
8.61K
$1.15M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
319+ 38.39% |
$35.1K - $41.6K
|
1.15K
$154K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
311+ 1.51% |
$34.2K - $40.6K
|
20.9K
$2.79M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
282+ 1.4% |
$31K - $36.8K
|
20.4K
$2.73M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
279+ 8.71% |
$30.7K - $36.4K
|
3.48K
$466K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
266+ 1.05% |
$29.3K - $34.7K
|
25.5K
$3.41M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
265+ 173.2% |
$29.2K - $34.6K
|
418
$55.9K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
262+ 9.75% |
$28.8K - $34.2K
|
2.95K
$394K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
253+ 7.73% |
$27.9K - $33K
|
3.53K
$472K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
253+ 1.94% |
$27.9K - $33K
|
13.3K
$1.78M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
252+ 2.21% |
$27.7K - $32.9K
|
11.6K
$1.56M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
248+ 3.59% |
$27.3K - $32.4K
|
7.16K
$958K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
245+ 4.92% |
$27K - $32K
|
5.23K
$699K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
245+ 10.03% |
$27K - $32K
|
2.69K
$359K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
232+ 5.74% |
$25.5K - $30.3K
|
4.27K
$571K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
230+ 1.62% |
$25.3K - $30K
|
14.4K
$1.93M
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200New |
$22K - $26.1K
|
200
$26.7K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 0.14% |
$22K - $26.1K
|
139K
$18.6M
|