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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.9KNew |
$203K - $250K
|
1.9K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 22.73% |
$201K - $247K
|
10.1K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.85K+ 82.06% |
$199K - $244K
|
4.11K
$552K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.85KNew |
$198K - $244K
|
1.85K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.84KNew |
$197K - $242K
|
1.84K
$246K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.81KNew |
$194K - $239K
|
1.81K
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.78KNew |
$190K - $234K
|
1.78K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.77K+ 12.31% |
$190K - $234K
|
16.2K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$189K - $232K
|
1.76K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.76KNew |
$188K - $232K
|
1.76K
$236K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$188K - $232K
|
1.76K
$236K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 4.86% |
$188K - $231K
|
37.8K
$5.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$187K - $230K
|
1.75K
$234K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.74K+ 58.94% |
$187K - $230K
|
4.7K
$631K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.7KNew |
$182K - $224K
|
1.7K
$228K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.7KNew |
$182K - $224K
|
1.7K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.69KNew |
$181K - $222K
|
1.69K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.68K+ 19.46% |
$180K - $222K
|
10.3K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.68KNew |
$180K - $221K
|
1.68K
$225K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.65KNew |
$177K - $218K
|
1.65K
$221K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.63K+ 27.65% |
$175K - $215K
|
7.54K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.6K+ 2.47% |
$172K - $211K
|
66.3K
$8.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.55K+ 18.95% |
$166K - $205K
|
9.74K
$1.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 56.75% |
$164K - $202K
|
4.24K
$569K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.51K+ 30.78% |
$162K - $199K
|
6.42K
$861K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.49K+ 137.1% |
$160K - $197K
|
2.58K
$346K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.43K+ 47.43% |
$153K - $189K
|
4.45K
$597K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 6.91% |
$151K - $186K
|
21.8K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.34K+ 2.28% |
$143K - $177K
|
60.2K
$8.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 2.09% |
$141K - $174K
|
64.3K
$8.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 14.18% |
$139K - $171K
|
10.5K
$1.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.26K+ 16.43% |
$135K - $166K
|
8.94K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.25K+ 20.75% |
$134K - $165K
|
7.28K
$977K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.24K+ 61.27% |
$133K - $163K
|
3.26K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.24KNew |
$133K - $163K
|
1.24K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.24K+ 0.59% |
$132K - $163K
|
209K
$28.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.15K+ 5.32% |
$124K - $152K
|
22.8K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.14K+ 9.13% |
$122K - $150K
|
13.6K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.13KNew |
$121K - $148K
|
1.13K
$151K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 4.52% |
$120K - $147K
|
25.9K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.11K+ 21.45% |
$119K - $147K
|
6.3K
$845K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.11K+ 1.89% |
$119K - $146K
|
59.7K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07K+ 50.26% |
$114K - $141K
|
3.19K
$428K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.05K+ 20.2% |
$112K - $138K
|
6.22K
$834K
|
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.04K+ 0.98% |
$111K - $137K
|
107K
$14.4M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.02KNew |
$109K - $134K
|
1.02K
$136K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
985New |
$106K - $130K
|
985
$132K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
968+ 12.65% |
$104K - $128K
|
8.62K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
919+ 7.63% |
$98.5K - $121K
|
13K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
893+ 22.83% |
$95.7K - $118K
|
4.81K
$645K
|