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 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
183New |
$20.1K - $23.9K
|
183
$24.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
179+ 2.08% |
$19.7K - $23.4K
|
8.77K
$1.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
179+ 559.38% |
$19.7K - $23.4K
|
211
$28.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
155New |
$17.1K - $20.2K
|
155
$20.7K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
153+ 9.4% |
$16.8K - $20K
|
1.78K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
153+ 0.5% |
$16.8K - $20K
|
30.8K
$4.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
150New |
$16.5K - $19.6K
|
150
$20K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
150+ 2.66% |
$16.5K - $19.6K
|
5.79K
$773K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
145New |
$16K - $18.9K
|
145
$19.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
145+ 3.27% |
$16K - $18.9K
|
4.58K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
142+ 2.62% |
$15.6K - $18.5K
|
5.57K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
137+ 2.31% |
$15.1K - $17.9K
|
6.06K
$810K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
128New |
$14.1K - $16.7K
|
128
$17.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
116+ 1.28% |
$12.8K - $15.1K
|
9.2K
$1.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112+ 0.44% |
$12.3K - $14.6K
|
25.5K
$3.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
102+ 1.25% |
$11.2K - $13.3K
|
8.26K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
101+ 2.33% |
$11.1K - $13.2K
|
4.43K
$592K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 1.7% |
$11K - $13.1K
|
5.98K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 42.19% |
$11K - $13.1K
|
337
$45K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.4% |
$11K - $13.1K
|
24.9K
$3.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
100New |
$11K - $13.1K
|
100
$13.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
99+ 0.41% |
$10.9K - $12.9K
|
24.5K
$3.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
94+ 1.65% |
$10.3K - $12.3K
|
5.81K
$776K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
85+ 0.8% |
$9.36K - $11.1K
|
10.8K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
84+ 2.99% |
$9.25K - $11K
|
2.9K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
83+ 0.81% |
$9.14K - $10.8K
|
10.4K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
80+ 0.55% |
$8.81K - $10.4K
|
14.7K
$1.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
78New |
$8.59K - $10.2K
|
78
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
76+ 0.53% |
$8.37K - $9.92K
|
14.4K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
76+ 4.93% |
$8.37K - $9.92K
|
1.62K
$216K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
72New |
$7.93K - $9.4K
|
72
$9.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
61+ 0.52% |
$6.71K - $7.96K
|
11.8K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
60+ 0.91% |
$6.6K - $7.83K
|
6.63K
$887K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
59+ 0.46% |
$6.49K - $7.7K
|
12.8K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58New |
$6.38K - $7.57K
|
58
$7.75K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55+ 4.7% |
$6.05K - $7.18K
|
1.22K
$164K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53+ 1.73% |
$5.83K - $6.92K
|
3.12K
$417K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
52+ 2.04% |
$5.72K - $6.79K
|
2.6K
$347K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
50+ 2.4% |
$5.5K - $6.53K
|
2.13K
$285K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
49+ 1.56% |
$5.39K - $6.4K
|
3.18K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 1.01% |
$5.39K - $6.4K
|
4.91K
$657K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
46+ 1.62% |
$5.06K - $6K
|
2.89K
$386K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41New |
$4.51K - $5.35K
|
41
$5.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
41New |
$4.51K - $5.35K
|
41
$5.48K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39New |
$4.29K - $5.09K
|
39
$5.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
32+ 0.8% |
$3.52K - $4.18K
|
4.04K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
26+ 1.21% |
$2.86K - $3.39K
|
2.17K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
23+ 0.9% |
$2.53K - $3K
|
2.57K
$344K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.73% |
$2.53K - $3K
|
3.19K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
22+ 0.8% |
$2.42K - $2.87K
|
2.76K
$369K
|