Purchases and Sales Made in Q1 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.78% |
$80.1 - $111
|
129
$17K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$401 - $553
|
13.5K
$1.79M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8Closed |
$641 - $884
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17- 48.57% |
$1.36K - $1.88K
|
18
$2.38K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20Closed |
$1.6K - $2.21K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-20- 19.23% |
$1.6K - $2.21K
|
84
$11.1K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-21- 0.22% |
$1.68K - $2.32K
|
9.7K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-23- 0.24% |
$1.84K - $2.54K
|
9.49K
$1.25M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.36% |
$2K - $2.76K
|
6.86K
$906K
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-27- 0.19% |
$2.16K - $2.98K
|
14.5K
$1.92M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-32- 60.38% |
$2.56K - $3.54K
|
21
$2.77K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-32- 0.77% |
$2.56K - $3.54K
|
4.15K
$548K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.54% |
$2.56K - $3.54K
|
5.93K
$783K
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-34- 0.6% |
$2.72K - $3.76K
|
5.64K
$745K
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-50- 0.82% |
$4K - $5.53K
|
6.06K
$800K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-56- 24.03% |
$4.49K - $6.19K
|
177
$23.4K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 3.12% |
$4.65K - $6.41K
|
1.8K
$238K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-63- 2.28% |
$5.05K - $6.96K
|
2.7K
$357K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-63- 0.31% |
$5.05K - $6.96K
|
20K
$2.63M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-70- 0.89% |
$5.61K - $7.74K
|
7.83K
$1.03M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-77Closed |
$6.17K - $8.51K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-105- 0.53% |
$8.41K - $11.6K
|
19.9K
$2.63M
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-107- 4.1% |
$8.57K - $11.8K
|
2.5K
$330K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-115Closed |
$9.21K - $12.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-116Closed |
$9.29K - $12.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-122- 4.65% |
$9.77K - $13.5K
|
2.5K
$330K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-125- 5.12% |
$10K - $13.8K
|
2.32K
$306K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-130- 2.51% |
$10.4K - $14.4K
|
5.05K
$667K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-132- 2.16% |
$10.6K - $14.6K
|
5.97K
$789K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-135- 1.49% |
$10.8K - $14.9K
|
8.91K
$1.18M
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-139- 0.78% |
$11.1K - $15.4K
|
17.7K
$2.33M
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-139- 3.91% |
$11.1K - $15.4K
|
3.42K
$451K
|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-150- 1.46% |
$12K - $16.6K
|
10.1K
$1.34M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-150Closed |
$12K - $16.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-158- 3.99% |
$12.7K - $17.5K
|
3.81K
$503K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-162- 3.54% |
$13K - $17.9K
|
4.41K
$583K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167Closed |
$13.4K - $18.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-188- 1.3% |
$15.1K - $20.8K
|
14.2K
$1.88M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-193- 1.99% |
$15.5K - $21.3K
|
9.49K
$1.25M
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-193- 1.03% |
$15.5K - $21.3K
|
18.6K
$2.45M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
$16K - $22.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200Closed |
$16K - $22.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 5.67% |
$16K - $22.1K
|
3.33K
$439K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-203Closed |
$16.3K - $22.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-209- 68.98% |
$16.7K - $23.1K
|
94
$12.4K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-213- 2.27% |
$17.1K - $23.5K
|
9.17K
$1.21M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-214Closed |
$17.1K - $23.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-220- 31.43% |
$17.6K - $24.3K
|
480
$63.4K
|