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 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
203+ 3.06% |
$21.7K - $26.8K
|
6.83K
$917K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
201+ 1.27% |
$21.5K - $26.5K
|
16K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$21.4K - $26.4K
|
200
$26.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
196+ 1.22% |
$21K - $25.8K
|
16.3K
$2.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
192+ 3.4% |
$20.6K - $25.3K
|
5.84K
$784K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
190+ 29.64% |
$20.4K - $25.1K
|
831
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
162+ 1.2% |
$17.4K - $21.4K
|
13.7K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
152+ 1.28% |
$16.3K - $20K
|
12K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
150+ 15.0% |
$16.1K - $19.8K
|
1.15K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
141+ 2.14% |
$15.1K - $18.6K
|
6.72K
$901K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 2.31% |
$15K - $18.5K
|
6.21K
$833K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
135+ 6.22% |
$14.5K - $17.8K
|
2.31K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
131+ 0.47% |
$14K - $17.3K
|
27.7K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
128+ 1.27% |
$13.7K - $16.9K
|
10.2K
$1.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
110New |
$11.8K - $14.5K
|
110
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
107New |
$11.5K - $14.1K
|
107
$14.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105+ 12.46% |
$11.2K - $13.8K
|
948
$127K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
104+ 13.38% |
$11.1K - $13.7K
|
881
$118K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102+ 1.45% |
$10.9K - $13.5K
|
7.16K
$961K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$10.7K - $13.2K
|
100
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 1.67% |
$10.7K - $13.2K
|
6.09K
$816K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
100+ 2.55% |
$10.7K - $13.2K
|
4.02K
$540K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100New |
$10.7K - $13.2K
|
100
$13.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
95+ 2.44% |
$10.2K - $12.5K
|
3.99K
$535K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94New |
$10.1K - $12.4K
|
94
$12.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
86+ 1.45% |
$9.21K - $11.3K
|
6K
$805K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
83+ 1.79% |
$8.89K - $10.9K
|
4.71K
$632K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
80+ 2.41% |
$8.57K - $10.6K
|
3.4K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
76+ 0.53% |
$8.14K - $10K
|
14.5K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
75+ 2.14% |
$8.03K - $9.89K
|
3.58K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
72+ 2.6% |
$7.71K - $9.5K
|
2.84K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
68New |
$7.28K - $8.97K
|
68
$9.12K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
65+ 12.85% |
$6.96K - $8.57K
|
571
$76.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 0.49% |
$6.75K - $8.31K
|
13K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
62New |
$6.64K - $8.18K
|
62
$8.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62+ 2.17% |
$6.64K - $8.18K
|
2.92K
$392K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 2.19% |
$6.11K - $7.52K
|
2.66K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 0.49% |
$6.11K - $7.52K
|
11.6K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55New |
$5.89K - $7.25K
|
55
$7.38K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55New |
$5.89K - $7.25K
|
55
$7.38K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
54New |
$5.79K - $7.12K
|
54
$7.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$5.68K - $6.99K
|
53
$7.11K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
53+ 47.75% |
$5.68K - $6.99K
|
164
$22K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
50New |
$5.36K - $6.59K
|
50
$6.71K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
49+ 0.89% |
$5.25K - $6.46K
|
5.57K
$748K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
48+ 0.65% |
$5.14K - $6.33K
|
7.41K
$995K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46New |
$4.93K - $6.07K
|
46
$6.17K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.47% |
$4.07K - $5.01K
|
8.11K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 0.62% |
$3.96K - $4.88K
|
6.01K
$806K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
36+ 0.05% |
$3.86K - $4.75K
|
74.6K
$10M
|