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 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.22K+ 21.07% |
$452K - $557K
|
24.3K
$3.26M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.17K+ 117.49% |
$447K - $550K
|
7.72K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.06K+ 4.88% |
$435K - $535K
|
87.3K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.99KNew |
$427K - $526K
|
3.99K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.91KNew |
$419K - $516K
|
3.91K
$525K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.85K+ 976.4% |
$412K - $507K
|
4.24K
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.84K+ 12.32% |
$412K - $507K
|
35K
$4.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.83K+ 3.48% |
$411K - $505K
|
114K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.81K+ 3.07% |
$408K - $502K
|
128K
$17.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.71KNew |
$398K - $490K
|
3.71K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.55K+ 20.24% |
$380K - $468K
|
21.1K
$2.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.45KNew |
$370K - $455K
|
3.45K
$463K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.33KNew |
$357K - $439K
|
3.33K
$447K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.3K+ 36.5% |
$353K - $435K
|
12.3K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.26KNew |
$349K - $429K
|
3.26K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.17K+ 56.19% |
$340K - $418K
|
8.81K
$1.18M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$336K - $413K
|
3.13K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.1KNew |
$332K - $409K
|
3.1K
$416K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.08K+ 41.88% |
$330K - $406K
|
10.4K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.07K+ 12.73% |
$329K - $405K
|
27.2K
$3.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3KNew |
$321K - $396K
|
3K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.99KNew |
$320K - $394K
|
2.99K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.97K+ 57.63% |
$318K - $392K
|
8.13K
$1.09M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.89KNew |
$310K - $382K
|
2.89K
$388K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.89K+ 3.38% |
$309K - $381K
|
88.4K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.81KNew |
$301K - $371K
|
2.81K
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.6K+ 29.77% |
$279K - $343K
|
11.3K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.6K+ 4.85% |
$278K - $343K
|
56.2K
$7.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.55K+ 88.55% |
$273K - $337K
|
5.43K
$729K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 6.29% |
$268K - $330K
|
42.2K
$5.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.49KNew |
$266K - $328K
|
2.49K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.46KNew |
$263K - $324K
|
2.46K
$330K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 22.11% |
$256K - $316K
|
13.2K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.38KNew |
$255K - $314K
|
2.38K
$319K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.36KNew |
$253K - $312K
|
2.36K
$317K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.3KNew |
$246K - $303K
|
2.3K
$309K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.26K+ 36.89% |
$242K - $298K
|
8.39K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
2.25KNew |
$241K - $296K
|
2.25K
$302K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.22KNew |
$237K - $292K
|
2.22K
$297K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.08K+ 160.0% |
$223K - $274K
|
3.38K
$454K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.05K+ 3.24% |
$220K - $271K
|
65.4K
$8.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.97KNew |
$211K - $259K
|
1.97K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.96KNew |
$210K - $258K
|
1.96K
$262K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$209K - $257K
|
1.95K
$261K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.94KNew |
$208K - $256K
|
1.94K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.93KNew |
$207K - $255K
|
1.93K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$207K - $255K
|
1.93K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.92KNew |
$205K - $253K
|
1.92K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.91KNew |
$205K - $252K
|
1.91K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.9KNew |
$204K - $251K
|
1.9K
$255K
|