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 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
36+ 0.05% |
$3.86K - $4.75K
|
74.6K
$9.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.24% |
$3.75K - $4.62K
|
14.3K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 1.34% |
$3.54K - $4.35K
|
2.5K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
33New |
$3.54K - $4.35K
|
33
$4.19K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32+ 2.43% |
$3.43K - $4.22K
|
1.35K
$172K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32New |
$3.43K - $4.22K
|
32
$4.06K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$3.43K - $4.22K
|
32
$4.06K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
28New |
$3K - $3.69K
|
28
$3.56K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
26+ 0.26% |
$2.79K - $3.43K
|
10K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23+ 0.92% |
$2.46K - $3.03K
|
2.52K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 0.54% |
$2.36K - $2.9K
|
4.1K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 2.09% |
$2.36K - $2.9K
|
1.08K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20+ 0.24% |
$2.14K - $2.64K
|
8.26K
$1.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
20New |
$2.14K - $2.64K
|
20
$2.54K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
17+ 0.61% |
$1.82K - $2.24K
|
2.82K
$358K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$1.39K - $1.71K
|
12K
$1.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.72% |
$1.39K - $1.71K
|
770
$97.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
12+ 0.43% |
$1.29K - $1.58K
|
2.79K
$354K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
12+ 0.6% |
$1.29K - $1.58K
|
2.03K
$257K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
11+ 0.43% |
$1.18K - $1.45K
|
2.55K
$324K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
11+ 0.25% |
$1.18K - $1.45K
|
4.4K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 8.7% |
$1.07K - $1.32K
|
125
$15.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 38.1% |
$857 - $1.06K
|
29
$3.68K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 0.75% |
$857 - $1.06K
|
1.07K
$136K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7+ 0.27% |
$750 - $923
|
2.56K
$324K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
7+ 0.17% |
$750 - $923
|
4.12K
$523K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 233.33% |
$750 - $923
|
10
$1.27K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$643 - $791
|
6
$762
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6+ 2.35% |
$643 - $791
|
261
$33.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5+ 0.21% |
$536 - $659
|
2.34K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.04% |
$536 - $659
|
13.8K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 2.17% |
$429 - $528
|
188
$23.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 2.48% |
$321 - $396
|
124
$15.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 2.07% |
$321 - $396
|
148
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3+ 0.11% |
$321 - $396
|
2.69K
$342K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.24% |
$321 - $396
|
1.26K
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.01% |
$214 - $264
|
200
$25.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$214 - $264
|
3.79K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.44% |
$107 - $132
|
42
$5.33K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 2.13% |
$107 - $132
|
48
$6.1K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 2.17% |
$107 - $132
|
47
$5.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$107 - $132
|
4.62K
$586K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2- 0.07% |
$214 - $264
|
2.77K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3- 0.05% |
$321 - $396
|
5.57K
$707K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-3- 27.27% |
$321 - $396
|
8
$1.02K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-5- 0.18% |
$536 - $659
|
2.71K
$344K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-8- 0.08% |
$857 - $1.06K
|
10.5K
$1.34M
|