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 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-970- 5.29% |
$107K - $127K
|
17.4K
$2.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-1.01K- 2.88% |
$111K - $131K
|
33.9K
$4.54M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.02K- 4.58% |
$112K - $133K
|
21.2K
$2.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.05K- 11.14% |
$116K - $137K
|
8.38K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.08K- 26.67% |
$119K - $141K
|
2.97K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.19K- 6.71% |
$131K - $155K
|
16.5K
$2.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.2K- 9.41% |
$133K - $157K
|
11.6K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.22K- 13.5% |
$134K - $159K
|
7.81K
$1.04M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.25K- 9.97% |
$137K - $162K
|
11.2K
$1.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 2.33% |
$148K - $176K
|
56.6K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 3.99% |
$149K - $176K
|
32.5K
$4.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.45K- 5.63% |
$160K - $190K
|
24.4K
$3.26M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 4.15% |
$160K - $190K
|
33.7K
$4.5M
|
|
|
Feb 07, 2024
Q3 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 11.58% |
$165K - $195K
|
11.4K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-1.62K- 1.34% |
$179K - $212K
|
119K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.7K- 49.93% |
$187K - $222K
|
1.7K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 37.3% |
$188K - $223K
|
2.87K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.88K- 4.32% |
$207K - $246K
|
41.7K
$5.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.07K- 61.21% |
$228K - $270K
|
1.31K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.12K- 29.79% |
$233K - $277K
|
5K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.84K- 41.35% |
$312K - $370K
|
4.02K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.94K- 1.34% |
$323K - $383K
|
216K
$28.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.96K- 40.32% |
$326K - $386K
|
4.38K
$586K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.98K- 26.3% |
$328K - $389K
|
8.35K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.43K- 33.48% |
$377K - $447K
|
6.81K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.5K- 33.1% |
$385K - $456K
|
7.06K
$944K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.98K- 11.09% |
$438K - $519K
|
31.9K
$4.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.06K- 49.66% |
$447K - $530K
|
4.11K
$550K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.11K- 71.21% |
$452K - $536K
|
1.66K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.5K- 44.86% |
$495K - $587K
|
5.53K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.12K- 14.09% |
$564K - $668K
|
31.2K
$4.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.98K- 20.55% |
$658K - $781K
|
23.1K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.2K- 70.9% |
$682K - $809K
|
2.54K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.51K- 4.75% |
$716K - $849K
|
130K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.79K- 5.44% |
$748K - $887K
|
118K
$15.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.91K- 0.44% |
$760K - $902K
|
1.56M
$209M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.18K- 83.22% |
$900K - $1.07M
|
1.65K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.23K- 2.28% |
$1.02M - $1.2M
|
395K
$52.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-9.36K- 39.59% |
$1.03M - $1.22M
|
14.3K
$1.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
SELL
|
- |
-10K- 13.16% |
$1.1M - $1.31M
|
66K
$8.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-10.2K- 33.94% |
$1.12M - $1.32M
|
19.8K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.6KClosed |
$1.27M - $1.51M
|
0
$0
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-12.6K- 34.84% |
$1.38M - $1.64M
|
23.5K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-12.9K- 94.1% |
$1.42M - $1.69M
|
810
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.3K- 10.35% |
$1.47M - $1.74M
|
115K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.6K- 13.63% |
$1.83M - $2.17M
|
105K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 1.0% |
$1.99M - $2.36M
|
1.8M
$240M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-18.1K- 58.28% |
$2M - $2.37M
|
13K
$1.74M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.3K- 43.32% |
$2.01M - $2.39M
|
23.9K
$3.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.9K- 12.22% |
$2.19M - $2.6M
|
143K
$19.1M
|