Purchases and Sales Made in Q4 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
15.8K+ 147.06% |
$1.7M - $2.09M
|
26.6K
$3.57M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
14.4KNew |
$1.54M - $1.89M
|
14.4K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.7K+ 16.73% |
$1.46M - $1.8M
|
95.4K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
13.6KNew |
$1.45M - $1.79M
|
13.6K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 11.28% |
$1.45M - $1.78M
|
133K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.3K+ 87.89% |
$1.42M - $1.75M
|
28.4K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12.5KNew |
$1.34M - $1.65M
|
12.5K
$1.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12.5KNew |
$1.34M - $1.65M
|
12.5K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12.3KNew |
$1.32M - $1.63M
|
12.3K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.2KNew |
$1.31M - $1.61M
|
12.2K
$1.64M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$1.21M - $1.49M
|
11.3K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$1.21M - $1.48M
|
11.3K
$1.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$1.16M - $1.42M
|
10.8K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.8KNew |
$1.15M - $1.42M
|
10.8K
$1.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
10.4K+ 20.79% |
$1.12M - $1.38M
|
60.7K
$8.14M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
10.1KNew |
$1.09M - $1.34M
|
10.1K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 35.57% |
$1.07M - $1.32M
|
38.2K
$5.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9.37K+ 40.22% |
$1M - $1.24M
|
32.7K
$4.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9.16KNew |
$981K - $1.21M
|
9.16K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.51K+ 2.86% |
$912K - $1.12M
|
306K
$41.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
8.4KNew |
$900K - $1.11M
|
8.4K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
8.3KNew |
$889K - $1.09M
|
8.3K
$1.11M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.08K+ 10.33% |
$866K - $1.07M
|
86.3K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.8KNew |
$835K - $1.03M
|
7.8K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.7K+ 57.89% |
$825K - $1.02M
|
21K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
7.5K+ 10.63% |
$804K - $990K
|
78.1K
$10.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
7.44KNew |
$797K - $981K
|
7.44K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.2K+ 33.4% |
$771K - $949K
|
28.7K
$3.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7.19KNew |
$770K - $948K
|
7.19K
$964K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.03KNew |
$753K - $926K
|
7.03K
$943K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7K+ 304.35% |
$750K - $923K
|
9.3K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.2K+ 43.58% |
$664K - $817K
|
20.4K
$2.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.02KNew |
$645K - $794K
|
6.02K
$807K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 5.96% |
$631K - $777K
|
105K
$14M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.65KNew |
$605K - $745K
|
5.65K
$758K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.63K+ 8.71% |
$603K - $742K
|
70.3K
$9.43M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.51K+ 44.21% |
$590K - $727K
|
18K
$2.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.44KNew |
$583K - $718K
|
5.44K
$730K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.39KNew |
$577K - $710K
|
5.39K
$723K
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5.36KNew |
$575K - $707K
|
5.36K
$720K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.29KNew |
$567K - $697K
|
5.29K
$710K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.07KNew |
$543K - $669K
|
5.07K
$681K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
4.92KNew |
$527K - $649K
|
4.92K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.87KNew |
$522K - $642K
|
4.87K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
4.75K+ 80.57% |
$509K - $626K
|
10.6K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.73KNew |
$506K - $623K
|
4.73K
$634K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.63KNew |
$495K - $610K
|
4.63K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.62KNew |
$495K - $609K
|
4.62K
$620K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.5KNew |
$482K - $593K
|
4.5K
$604K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
4.3KNew |
$461K - $568K
|
4.3K
$578K
|