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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
893+ 12.63% |
$95.7K - $118K
|
7.96K
$1.07M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
891+ 7.76% |
$95.5K - $118K
|
12.4K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
888+ 27.95% |
$95.1K - $117K
|
4.07K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
865+ 90.2% |
$92.7K - $114K
|
1.82K
$245K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
814+ 27.37% |
$87.2K - $107K
|
3.79K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
785New |
$84.1K - $104K
|
785
$105K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
773+ 23.19% |
$82.8K - $102K
|
4.11K
$551K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
690+ 3.23% |
$73.9K - $91K
|
22.1K
$2.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
679+ 9.7% |
$72.7K - $89.5K
|
7.68K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
673+ 6.44% |
$72.1K - $88.8K
|
11.1K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
670+ 335.0% |
$71.8K - $88.4K
|
870
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
663New |
$71K - $87.4K
|
663
$89K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
631+ 35.59% |
$67.6K - $83.2K
|
2.4K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
602+ 21.84% |
$64.5K - $79.4K
|
3.36K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
555New |
$59.5K - $73.2K
|
555
$74.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
549+ 3.6% |
$58.8K - $72.4K
|
15.8K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
545+ 4.55% |
$58.4K - $71.9K
|
12.5K
$1.68M
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
531+ 5.18% |
$56.9K - $70K
|
10.8K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
516+ 3.64% |
$55.3K - $68.1K
|
14.7K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
510+ 9.6% |
$54.6K - $67.3K
|
5.82K
$781K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
493+ 2.75% |
$52.8K - $65K
|
18.4K
$2.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
471+ 8.99% |
$50.5K - $62.1K
|
5.71K
$766K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
460+ 11.9% |
$49.3K - $60.7K
|
4.33K
$581K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
460+ 4.3% |
$49.3K - $60.7K
|
11.2K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
442+ 40.26% |
$47.4K - $58.3K
|
1.54K
$207K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
439New |
$47K - $57.9K
|
439
$58.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
424New |
$45.4K - $55.9K
|
424
$56.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
400+ 12.03% |
$42.9K - $52.8K
|
3.72K
$500K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
400+ 20.62% |
$42.9K - $52.8K
|
2.34K
$314K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
391+ 9.8% |
$41.9K - $51.6K
|
4.38K
$588K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
375+ 12.01% |
$40.2K - $49.5K
|
3.5K
$469K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
370+ 2.19% |
$39.6K - $48.8K
|
17.2K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
351New |
$37.6K - $46.3K
|
351
$47.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
349New |
$37.4K - $46K
|
349
$46.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
349+ 12.71% |
$37.4K - $46K
|
3.09K
$415K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
341+ 2.39% |
$36.5K - $45K
|
14.6K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
336+ 15.86% |
$36K - $44.3K
|
2.45K
$329K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
309New |
$33.1K - $40.8K
|
309
$41.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$32.1K - $39.6K
|
300
$40.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
287+ 295.88% |
$30.7K - $37.8K
|
384
$51.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
280+ 1.87% |
$30K - $36.9K
|
15.2K
$2.04M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
270+ 13.03% |
$28.9K - $35.6K
|
2.34K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
268+ 1.02% |
$28.7K - $35.3K
|
26.6K
$3.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
261+ 5.96% |
$28K - $34.4K
|
4.64K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
246+ 5.07% |
$26.4K - $32.4K
|
5.1K
$684K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
231+ 1.4% |
$24.7K - $30.5K
|
16.7K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
230+ 6.41% |
$24.6K - $30.3K
|
3.82K
$513K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
224+ 5.41% |
$24K - $29.5K
|
4.37K
$586K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
209+ 1.82% |
$22.4K - $27.6K
|
11.7K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
209+ 0.48% |
$22.4K - $27.6K
|
44.1K
$5.92M
|