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 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-225- 1.15% |
$18K - $24.9K
|
19.4K
$2.56M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-235- 3.67% |
$18.8K - $26K
|
6.16K
$813K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-264Closed |
$21.1K - $29.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-267- 6.6% |
$21.4K - $29.5K
|
3.78K
$499K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-280- 1.69% |
$22.4K - $31K
|
16.3K
$2.16M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284- 21.19% |
$22.7K - $31.4K
|
1.06K
$139K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-308- 5.68% |
$24.7K - $34K
|
5.11K
$675K
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-311- 1.42% |
$24.9K - $34.4K
|
21.7K
$2.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-314- 13.97% |
$25.2K - $34.7K
|
1.93K
$255K
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-321- 68.74% |
$25.7K - $35.5K
|
146
$19.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-321- 6.98% |
$25.7K - $35.5K
|
4.28K
$565K
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-324- 4.89% |
$26K - $35.8K
|
6.3K
$831K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 19.2% |
$28K - $38.7K
|
1.47K
$195K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-350- 11.84% |
$28K - $38.7K
|
2.61K
$344K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-370- 10.79% |
$29.6K - $40.9K
|
3.06K
$404K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-371- 0.24% |
$29.7K - $41K
|
153K
$20.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
SELL
|
- |
-379- 0.5% |
$30.4K - $41.9K
|
76K
$10M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-382- 7.31% |
$30.6K - $42.2K
|
4.85K
$640K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-383Closed |
$30.7K - $42.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-385- 48.8% |
$30.8K - $42.6K
|
404
$53.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-389- 13.44% |
$31.2K - $43K
|
2.51K
$331K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-402- 13.17% |
$32.2K - $44.4K
|
2.65K
$350K
|
|
|
May 05, 2022
Q1 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-410- 7.97% |
$32.8K - $45.3K
|
4.74K
$625K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-425Closed |
$34K - $47K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-435- 6.55% |
$34.8K - $48.1K
|
6.2K
$819K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-458- 8.37% |
$36.7K - $50.6K
|
5.01K
$662K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-464- 10.19% |
$37.2K - $51.3K
|
4.09K
$540K
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-474- 4.47% |
$38K - $52.4K
|
10.1K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-501- 9.68% |
$40.1K - $55.4K
|
4.67K
$617K
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-508- 2.94% |
$40.7K - $56.2K
|
16.8K
$2.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-521- 50.83% |
$41.7K - $57.6K
|
504
$66.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-522- 8.26% |
$41.8K - $57.7K
|
5.8K
$766K
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-556- 17.59% |
$44.5K - $61.5K
|
2.61K
$344K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-569- 16.38% |
$45.6K - $62.9K
|
2.9K
$384K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-596- 0.85% |
$47.7K - $65.9K
|
69.5K
$9.18M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-600Closed |
$48.1K - $66.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-624Closed |
$50K - $69K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-656- 26.15% |
$52.5K - $72.5K
|
1.85K
$245K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-692- 4.57% |
$55.4K - $76.5K
|
14.4K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-699- 20.11% |
$56K - $77.3K
|
2.78K
$367K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-716- 16.88% |
$57.4K - $79.2K
|
3.53K
$466K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-727- 8.53% |
$58.2K - $80.4K
|
7.79K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-745- 6.06% |
$59.7K - $82.4K
|
11.6K
$1.53M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-745- 19.42% |
$59.7K - $82.4K
|
3.09K
$408K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-760Closed |
$60.9K - $84K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-792- 91.03% |
$63.4K - $87.6K
|
78
$10.3K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-802Closed |
$64.2K - $88.7K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-817- 17.61% |
$65.4K - $90.3K
|
3.82K
$505K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-842Closed |
$67.4K - $93.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-848- 6.42% |
$67.9K - $93.7K
|
12.4K
$1.63M
|